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==Overview==
The '''Contact Invitations ''' feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. Contacts that currently exist within the system as well as an organizations contacts that exist outside of the system can be invited through this process.
To facilitate this, invited contacts can either accept or decline the invitation to associate them to a system record. An invitation that is accepted by a contact whom who does not exist within the system will be directed to a contact sign-up page designed by the organization to facilitate the registration and assign the appropriate roles.
==Configuring a Contact Invitation==
==Invite Contacts/Participants==
===Inviting Contacts===
1. Navigate to the desired '''UTA'''.<br />
2. Under the Level 1 tab, open the UTA record.<br />
3. Click the '''Edit''' icon to put the record in edit mode.<br />
4. Inside the '''Options''' drop-down menu, click on '''Invitation'''.<br />
5. The '''Invitations''' page is displayed. If any contacts have been invited to collaborate on this UTA record they will be listed here.<br />
6. Click the '''+''' button to manually add a contact to the invitation form.<br />
7. Complete the Invitation form field options.<br />
8. Click '''Save''' to save the form details entered into the invitation fields. The '''Status''' will be '''Draft'''.<br />
9. Click '''Invite''' to invite the contacts entered in this section.
===Inviting Contacts Form Field Options===
* '''First Name''' - Enter the first name of the contact you are inviting.* '''Last Name'''' - Enter the last name of the contact you are inviting.* '''Email''' - Enter the email address of the invited contact.* '''Role''' - Select the role that the invited contact will inherit once the invitation is accepted.* '''Status''' - Displays the status of this specific contact invitation.
==Reviewing the Invitations Status==
1. Navigate to the desired '''UTA'''.<br />
2. Click on the Level 1 taptab, and open the appropriate Level 1 objectrecord.<br />3. From the Options drop down menu, select the '''Invitation''' option.<br />4. Displayed is the list of invitees with their role and status.<br />
==Notes==
