For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Rescinding or Resending a Team Invitation in Snapdocs RON (formerly Pactima)
There are occasions when you might need to rescind or resend an invitation to join your team in Snapdocs RON (formerly Pactima). This could be necessary if you change your mind about inviting someone, or if there was an error in the email address used initially.
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To resend an invitation:
1. **Access Your Account Settings:** Click on the "Account" button located at the top right corner of the Snapdocs RON (formerly Pactima) header.
2. **Navigate to Team Management:** On the Account page, select **"Team Management"**.
3. **Go to Internal Team Management:** In the Team Management section, click on the **"Internal Team Management"** card.
4. **Locate the Invited Person:** Find the person you previously invited to the team. You can identify them by the status showing as **"Invited"** next to their name.
5. **Access Invitation Options:** Next to the member's role, click the button with three dots to open a dropdown menu.
6. **Select "Resend Invitation":** Choose **"Resend Invitation"** from the dropdown menu.
7. **Confirm to Resend the Invitation:** Click **"Confirm"** in the popup to resend the invitation using the details initially provided.
8. **Re-enter Details if Necessary:** If you need to correct an email address or any other detail, you might need to cancel the initial invitation and send a new one with the correct information.
Rescinding and resending an invitation in Snapdocs RON (formerly Pactima) helps you manage changes in team composition and correct invitation errors while keeping your team member list accurate.