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How do I resend a vendor invitation?

Written by Zach Koerber

Open Vendors in the left sidebar, select the Invite sent tab, and click Resend on the vendor's row. To chase every vendor who has not responded yet, use Resend all invites above the table.

Invitations get missed more often than you would expect, and a resend is usually all it takes.

Applies to: Admins and Managers

Steps

  1. Click Vendors in the left sidebar (or press ⌘V).

  2. Select the Invite sent tab. The header above the table shows how many vendors are awaiting response.

  3. Find the vendor's row. The Contact column shows the name and email address the invitation is going to, so check it before you send again.

  4. Click Resend on that row.

  5. If several vendors are waiting, click Resend all invites above the table instead of resending one row at a time.

What happens next

The invitation goes out again to the address in the Contact column. The vendor stays on the Invite sent tab, and keeps counting toward the awaiting response number in the header, until they respond. Their Vendor Setup count (for example 2/14) does not change until they start completing setup items.

If this doesn't work

  • The vendor says they never received it → ask them to check their spam or junk folder, and to search their inbox for the email. Corporate filters at construction firms are aggressive. If it is being filtered, ask their IT to allow mail from Contracts Connected, then click Resend.

  • You do not see a Resend button → you are probably on the All or Active tab. Resend and Resend all invites only appear on the Invite sent tab. If you are on the right tab and still cannot see them, ask an Admin to check your role.

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