Q: Hello!
Would it be possible to do any of these?
1. Contacting some potential clients and give them with a superdocu link to provide the required information/documents to start. Ideally, the invitation link would be static, like a wildcard so any new clients could use the same link.
2. Otherwise, if not possible to use a static invite link. Can we pre-generate unique invite links for specific people without sending them a superdocu invitation email?
E.g. We want to provide an easy onboarding process to a potential client on first contact. We pre-generate the user in superdocu (without sending them a superdocu email) then send them a custom email and provide the superdocu link to them that they can use if they wish to proceed.
3. Also, In some cases, it might not be possible to know the client's email in advance. E.g. social media messages, so could be nice if they could add their user email during the workflow. Is that possible, or does the email need to be known in advance?
Thanks!
Marwann_Superdocu
May 14, 2024A: Hey sumolingg!
Answers below :)
1. Contacting some potential clients and give them with a superdocu link to provide the required information/documents to start. Ideally, the invitation link would be static, like a wildcard so any new clients could use the same link.
👉 Yes, you can create "portals" which would be the equivalent of static links. They'll just have to enter their email, first name and last name to start the workflow. No need to invite them prior or to create their contact.
2. Otherwise, if not possible to use a static invite link. Can we pre-generate unique invite links for specific people without sending them a superdocu invitation email?
👉 If you invite someone, they receive the email, unfortunately.
3. Also, In some cases, it might not be possible to know the client's email in advance. E.g. social media messages, so could be nice if they could add their user email during the workflow. Is that possible, or does the email need to be known in advance?
👉 If you use a portal, they will be the ones filling their email!
Best, Marwann