Use Send Invitations to invite contacts to your MR Connect<\/strong><\/a> by emailing them customized letters that include their user name and other pertinent information.<\/strong> Customize the invitation forms with your own content, MR9 data fields, text formatting, and images.<\/p>\n Increase the likelihood and success of people using your MR Connect by including important information in your invitations, such as how to set their password. You can also customize the email to include other information like a site orientation. Include your company logo and other branding too. You can also customize the default subject lines to include your company name and\/or the name of your MR Connect if you call it something else.<\/p>\n After customizing your invitation templates, use Send Invitations when you have new contacts to give them access to your MR Connect without waiting until you have business to conduct with them online.<\/p>\n The default list in Send Invitations is all contacts entered today. You can use search filters to find a single contact, contacts at a single firm, or search a different date or a date range.<\/p>\n Listings in the results include the entity\u2019s name, city, state, email address, login name, and the date they were entered into MR9. The results also include the name of the firm where they work.<\/p>\n You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, MR9 will revert back to the default order).<\/p>\n From the results grid you can view and update anyone\u2019s details, send invitations, and export the grid as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, share, print, or use in other applications.<\/p>\n You select who to invite by checking their box(es) in the list or checking the box in the header to select them all. (If there is no box next to an entity\u2019s name, that means the entity is missing contact information in their profile. Click the hyperlinked entity to add their contact information to their profile.)<\/p>\n You can preview emails before they are sent. You can edit an email\u2019s subject line and message, change the recipient and sender, add Cc\u2019s and Bcc\u2019s, and attach files before sending the email.<\/p>\n After sending the email, MR9 notes the result in the Send Invitations grid, and records the email sending in the entity\u2019s Notes Log<\/a>.<\/p>\n TL;DR: After entering contacts into MR9, email them targeted invitations to MR Connect that automatically includes their login credentials and onboarding info.<\/strong><\/p>\n Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.<\/p>\n Notes Logs:<\/strong> Un-editable internal-use only notes entered either by a user or automatically by MR9 appear in chronological logs in the database record where they occurred. More ><\/a><\/p>\n MR Connect:<\/strong> Online repository, calendar, and access to your office for clients. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":" After entering contacts into MR9, simplify everyone\u2019s lives by emailing them invitations to MR Connect that automatically includes their login credentials and onboarding info …<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[33,39,226],"tags":[34,3,246],"class_list":["post-4079","post","type-post","status-publish","format-standard","hentry","category-connect","category-function","category-lesson","tag-connect","tag-mr9","tag-send-invitations"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/4079","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/comments?post=4079"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/4079\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=4079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=4079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=4079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Setting up invitations<\/h2>\n
Sending invitations<\/h2>\n
MR9 concepts in this lesson<\/h4>\n