You can add as many clients as you want to your collaboration list to exchange your compliance documents. Using NeXafe to receive and approve your documents is free of charge for your clients.
Left menu: Contractors ⇒ Top sub-menu: Clients
- Click the +Client blue button.
- In the list, scroll or use the search filed to find a company to add, then click the Collaborate or Join NeXafe blue button on the company row.
- Collaborate: the client is added to your list and will be notified of your new active collaboration.
- Join NeXafe: the client will receive an invitation to activate its account to collaborate with your company. Your collaboration will be active once the invitation is accepted.
To invite multiple clients at once.
- Check the checkboxes of each company, then click the Invite blue button (inactive grey until at least one company is checked).
- Selected companies will be added to your list or invited to activated their free NeXafe account.
If a client is not in the list.
- Click again the +Client blue button to open the invitation window.
- Enter the information of the person that will be responsible for the account.
- It is preferable to contact your client first to notify them of your invitation and validate that you have the right contact information.
- Your collaboration will be active once the invitation is accepted.
💡 Good to know
- To make client or potential client aware that you use NeXafe for your corporate compliance, you can post on your Website the NeXafe Affiliated Collaborator logo.
Click here to download the logo
