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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. Both contacts Contacts that currently exist within the system , and organizations contacts that exist outside of the system , can be invited through this process.
==Configuring a Contact Invitation==
===Create a New Invitation Template===
[[Image:New-inviteation-template.png|link=|1000px1200px]]<br />''Illustrated is the New Invitation Template form (above).''<br />
===Inviting Contacts===
[[Image:Invite_new_invitations_.png|link=|600px800px]]<br />
''Illustrated is the Invitations form in edit more (above).''<br />
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 />
==Reviewing the Invitations Status==
The system provides the capability for you to monitor the status of invited contacts.
[[Image:Invitation-status.png|link=|800px]]<br />
''Illustrated is the Invitation Status page displaying the current status of invited contacts (above).''
1. Navigate to the desired '''UTA'''.<br />
