> ## Documentation Index
> Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt
> Use this file to discover all available pages before exploring further.

# Send Invitation

> Send a secure case questionnaire invitation only after the client, case type, access, and form set are ready.

## Send a questionnaire invitation

1. Open the case and select the **Forms** tab.
2. Confirm the case is linked to the right client and the correct form set is present.
3. Select **Invite**.
4. Review the recipient email and the invitation context before sending.

The client receives a secure link to complete the questionnaire. Return to the case's **Forms** tab to monitor progress and determine whether follow-up is needed.

<img src="https://mintcdn.com/visa-flo/cmtpeb0FP38DY7HA/knowledge-base/images/docs-captures/questionnaires/public-questionnaire.png?fit=max&auto=format&n=cmtpeb0FP38DY7HA&q=85&s=a00da55f010017521f40faf7814db301" alt="Client-facing questionnaire with section navigation, document scanner entry point, and required fields." width="1280" height="720" data-path="knowledge-base/images/docs-captures/questionnaires/public-questionnaire.png" />

## Before you invite

* Confirm the client email is current.
* Confirm the selected case type and questionnaire are correct.
* Avoid inviting the client while the form is still being configured.
* Make sure the client-facing case status permits the intended access.

## Troubleshooting

If the client does not receive the invitation, verify the email address, ask them to check spam or filtered mail, and review your sender/domain configuration. Do not send repeated invitations until you confirm the previous one did not reach the client.