How to schedule invitations for new users?
You can easily get your Virtual Vaults data room ready for a smooth due diligence process by preparing the invitations.
Use the steps below to plan a date and time to send user's invitations.
If you have questions about inviting users, visit Invite users to learn more about action.
1. In the 'Invite users' flow, select 'Schedule invitations'.
2. Pick a date and time in the future to send out the invitations.
Keep in mind:
When the users are scheduled to be invited, they will get the status Scheduled. When you hover over the status, the date and time of their invitation is displayed. See image below.
When you click on a Scheduled user, select Scheduled invitations to reschedule or remove the scheduled invite.
