Step 3 of the HotDocs Advance workflow: Create a work item

Resending a Client Interview

You can resend a client interview if, for example, the link expired or was lost.

This topic describes the classic UI. In the new UI, copy the link from the client interview banner and send it to your client yourself. If the link has expired, or you need to start again, revoke the client interview and create a new one.

Classic UI To resend a client interview

  1. Select the work item for which you created the interview
  2. In the work item action bar, click ResendResend.
  3. Click Resend.

Your email client opens displaying a template email with a link.

You can edit the email before sending. Do not edit the link.