You can view the registration status of your external resource on a matter by following the below instructions:
- Click on the matter
- Select the 'Resources' tab
- If you are using multiple External Resources, select the External Resource you wish to view
- Click on the 'Invite' button at the bottom of the page
- Your list of Existing Contacts will display on the right sidebar
- If your Existing Contact has not registered, their name will be greyed out, with a status showing as 'Registration Pending'
- A tooltip will also appear over the External Resource with either of the following messages:
- "The user has not been sent a registration email, and is not registered."
- "The user has not yet completed their Xakia registration, which was sent via email on [date of email]"
If you need to invite an external resource or resend an invite in order for the external resource to submit invoices, click here to find out how.
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.