INSZoom - How to invite a user to INSZoom, and send a request to upload required documents

How to invite a user to INSZoom, and send a request to upload required documents

 

To invite a user, please click on "Client", then click "Add":

 

 

On the "Client Registration" page, click on "Employment Based" from the drop-down menu and click "Choose Corporation" and select the corporation for the employee. Next, input the client's name and birthdate:

 

 

On the next page, supply the client's email address:

 

 

Click on the "Send Email" button:

 

 

The client's profile will be created. Click "Continue" on the next page:

 

 

An email will be sent to the user which will allow the user to create his log-in details.

 

To send an email to request documents, go to the client's profile page (Client info), then scroll-down and hover over "Emails" and click on "Request Docs": 

 

 

On the next page, click on "Client can upload documents":

 

 

Then click the "Send Email" button:

 

 

The client will then be able to access the link and upload the documents being requested for: