An invitation is an e-mail that includes a link to E-Transcript Reporter Edition. When the reporter clicks the link, Reporter Edition installs.
Use the following procedure to send Reporter Edition invitations to reporters:
Click the Mailbox name on the left of E-Transcript Manager.
Click the New Reporter button.
Click the E-mail option and then click Next.
Note: You can opt to deliver the information over the phone, but e-mail is faster and reduces the chance of error.
Type the reporter's name in the Name field, type the reporter's e-mail address in the Email field, and then click the Finish button. E-Transcript Manager sends an e-mail invitation to the reporter that includes a link to install Reporter Edition. You are returned to the Reporter Edition List.
Note the words Resend and Disable on the right of the screen. You can click Resend to send another e-mail invitation to the reporter. After the reporter has installed Reporter Edition, as in the case of April Regal, you can click Disable to remove the reporter from your Mailbox, which is useful, for example, if you end a business relationship.
Repeat Steps 2 through 4 for each reporter who needs to install Reporter Edition.