RightAsk

Create and send Square invoices to your customers directly from RightAsk.

Invoices Overview

This article explains how to send, receive, and manage messages using the Mail section in RightAsk.

Using Your Mail Inbox

This article explains how to generate contracts, send them for e-signature, and track their status in RightAsk.

Creating and Sending Contracts

Khrystyna Maryniuk

Invoices through Square, contracts through DocuSign, mail in your inbox.

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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