How to Resend a Case Initiation Email
Overview If a client hasn’t received their initial invitation email to collaborate on a case, or you need to edit their email address and then re-send the invite, you can easily resend the initiation email through the active workflow cases within Glade. Follow these steps to ensure your client gets another invite to participate in the workflow.
Steps to Resend the Initiation Email
Access the Active Workflow Case
Log in to your Glade dashboard.
Navigate to the specific workflow case from the workflow tab:
Go to the Case Overview
Click on the Overview tab within the active workflow case:
Expand the Collaborators Section
Scroll down to the Collaborators.
Click to expand this section to view all participants currently associated with the case.
Locate the Client’s Name
Identify the client whose initiation email needs to be resent.
Click the Three Dots
Next to the client’s name, click the three vertical dots (⋮) to open the options menu.
Select “Resend Initiation Email”
From the dropdown menu, click Resend Initiation Email:
You can also tap "Edit" to update the email address of the client prior to clicking "Resend Initiation Email"
Confirmation
A confirmation notification will appear, indicating the initiation email has been resent to the client’s email address.
Tips for Success
Check Spam or Junk Folders: If the client still doesn’t see the email, ask them to check their spam or junk folders.
Verify Email Address: Double-check that the email address entered for the client is correct.
Contact Support: If the issue persists, reach out to our support team for further assistance by messaging us within your messaging tab or emailing support@glade.ai