Modify Invitation Details

You can modify invitations according to the following rules:

The invitation Status must be Active or Saved.

If the Invitation Type is Generic, you can modify the Recipient Details fields only. For example, you might want to send this specific invitation to another group of invitees.

If the Invitation Type is Unique, you can modify the Email Content field only. For example, you might want to send a follow-up reminder to the invitee(s).

To modify an invitation

1	Click User Management.

2	In the section that expands, click Invitation List.

3	Find the applicable invitation in the list.

Note: You can only modify an invitation with an Active or Saved status.

4	Click the name of the invitation.

5	Modify the invitation. Note the following:

For a Generic invitation, you can only modify the Recipient Details fields.

For a Unique invitation, you can only modify the Email Content field.

6	Do one of the following.

To save the invitation information without sending it, click Finish.

The invitation appears in your “Invitation List” on page 318 with a Saved status. You can send the invitation later.

To save and send the invitation, click Send Now.

The invitation appears in your “Invitation List” on page 318 with an Active status.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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