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INSZoom - How to invite a user to INSZoom, and send a request to upload required documents
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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".
![](https://lh4.googleusercontent.com/7Ddq71iqm48rwne3O5GpM9rUILJIPGccnc6cyyj9osSDgCGcGiRR1wK75A7s6h27JTPZ8JFW3Guiqz77aTZ4eRSfRXr4w9VSnRRMAfakkY3kIccJznsukLa5ZQXiwuudpwopQy4O)
- On the "Client Registration" page, click on "Employment Based" from the drop-down menu.
- Click "Choose Corporation" and select the corporation for the employee. Next, input the client's name and birth date.
![](https://lh3.googleusercontent.com/dgLsjIk2LGTuTi1Yw5b4n8s23MCuMPuuNds7JkQuAKs3jDiEebl5kMTRIh3XtpVBWIRr9E8Yjc0IYlK1l__v6RAx5cSAGL7dHr9TcQ-PdqdOib7WxxDjejMLbWtybacJOUg9VQUY)
- On the next page, supply the client's email address.
![](https://lh4.googleusercontent.com/Ch6Cf66kn9Ieq7ld36W2inULQnF3FAonNcimGPoCK4zEhrNg4WsGPGE0YkoVKV_tSRYiEqlZVGG1wfU4sLrMOO31D5CeTadoGicoNwMsqVoFC3VsE89mmcRC0RrrKwSLXMHVmV33)
- Click on the "Send Email" button.
![](https://lh5.googleusercontent.com/89nhBUHgfSRiMHB0ozkV8uBfnYsVL1m7-SjwWJAV4jfVDqvM1Pn9ssAOlVhjJ180CyZpe7ZX6fZBNurj7AKdgLTtayRdj02WX2b50u644RNAgkEukTwNRN6HtM0AuJ5iONVFPVI6)
- The client's profile will be created. Click "Continue" on the next page.
![](https://lh6.googleusercontent.com/DZkcHPksT3GuaNE3OX_qEOOZsYH3KfvpDGp_y--26AYU7t3o0qnvm921TOPJ51tFANR48sQXPEv0ywO_8fQvuatV1juZMKjVPkoWqfSz7aYcOqH1R1Fo053o_yByWpJyTXQYA80S)
- 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".
![](https://lh5.googleusercontent.com/FjBbUhqqDoi5Okp83Vm9xQn1H6uzDmVV9L26UgcdayTteBGj9y-rEWPX0m5F86IAVUyAxti276oHvxrr7nulqh-7vZW6_TsNEoQ__XlcQ0vbkm3WKrmCkQjaw99xZzuVS56aNzhc)
- On the next page, click on "Client can upload documents".
![](https://lh4.googleusercontent.com/LdmCgtTejKg8geze40tNiXzKwA347oFS_x2KDJluUI9dwiftxULYjgW1-H-9kQ4e9WVDP5YT8jdaKupzX8yma5PY0ip9fOkfSd0M4o2HzN36tnEWVuM22YWwehimbDQ1P9v-8zev)
- Click the "Send Email" button.
![](https://lh4.googleusercontent.com/ununGjglTadA6pc91FAj2eQaCaL8mw26vjQe3MuItc1xqNlzqn1AW47GL1Ge89FHLAiXgahZIdXGARqJ0_JW2oZfJINF7q-q3VByBZyz6hoX0p1-VRVX2ODTgQadLd3E82ILSKYA)
- The client will then be able to access the link and upload the documents being requested for.
![](https://lh4.googleusercontent.com/GRZilFyBv_EC25Ud5tDGI0j3u9rSi7RgNkwnA4frLssvZQ26-THIo1qD6a8Cqj7-UCc9zG5eax4BDPSxn6525Y-w7zo9fcqVz2XhjkLn5BBWyBih24CZ7QAzpDsv-EYhFO-mTgir)