Accepting an Invite to Client Discovery

Accepting an invite to your Discovery You are a Client who has been asked to participate in a Discovery.  

 

You likely recently received an email invitation to respond to a Discovery document. The email subject line will read like the one below:

 

"[Name of Inviter] invites you to respond to a Discovery from [Name of Inviting Company]")

 

 

You will be taken to an invitation page that looks like the following, you have the ability to Preview prior to going into the Discovery (see example in the third screenshot). Choose LOGIN TO CONTINUE to begin the process of responding to the sections and questions to get you the results you desire out of the RFP process.

 

 

Here's an example of the Preview of the Discovery Doc: