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External processes | User access
Email messages | Users

Inviting a user to join the organization

This process is used to invite a person to the organization. You can start the process from the “users” list screen – by adding a user to the system.

When the invitation is performed as above, a message will be sent to the email of the invited party, with the following text:

Dear [name],
The system administrator has invited you to join the DocsRobot service in the organization [organization name]
In order to connect to the service, please click the link to display the login screen, enter the following temporary password, and follow the rest of the on-screen instructions to connect:
[temporary password]

The invited party needs to click the link they received in the message [or copy the link address and paste it in a browser], which will cause their email address to be registered as verified.

The system will automatically take them to the login page [Login] where they will be asked to type their email address and the temporary password. Immediately afterward they will be taken to an additional screen asking them to set a password, and from there again to the identification screen, where they will be asked to type their email address and the new password in order to enter the system…

 

Related Posts

  • Signing by a recipient
  • Registering for the system
  • Email address verification
  • File-creation and signing actions
  • Sending a document for electronic signing

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