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Accept an invitation from a client



A collaboration must be sert active between to your company and your clients to be able to exchange compliance documents.

To accept a client invitation an establish the collaboration to share your documents, click on the button in the Collaboration column on the client row.

  • Your Dashboard (Home) indicates if you have pending invitations in the bottom of the section. The information is also a dynamic link that you can click to directly access your client list.