> For the complete documentation index, see [llms.txt](https://docufi3d.gitbook.io/docufi3d/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docufi3d.gitbook.io/docufi3d/how-to/invite.md).

# Invite

The **Invite Page** in Docufi3d allows users to configure document details, define signees, and send secure invitations for e-signatures.

This page provides a breakdown of each section and its purpose.

### 📝 Interface Overview

| Section                            | Description                                                                     |
| ---------------------------------- | ------------------------------------------------------------------------------- |
| **How to invite**                  | A step-by-step guide or overview on how the invitation process works.           |
| **Document Information**           | Review metadata like the document name and description.                         |
| **Signature Level**                | Choose the security level for signing (e.g., basic, advanced).                  |
| **Document Category** *(optional)* | Classify the document by its type or category.                                  |
| **Document Tags** *(optional)*     | Add keywords or tags for easy reference and search.                             |
| **Translate Content**              | Enable translation if the document or interface needs localization.             |
| **Signees**                        | Add one or more signees, including their names and email addresses.             |
| **Checkout**                       | Final summary of the document, including page count, signature count, and cost. |
|                                    |                                                                                 |

### ✅ Actions

* **Cancel:** Abort the invitation process and return to the dashboard.
* **Invite:** Finalize and send the invite to the listed signees.

### 📘 Usage Tip

* Ensure all required fields (like Signees and Signature Level) are filled before clicking **Invite**.
* You can preview the document on the left pane while configuring settings on the right.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docufi3d.gitbook.io/docufi3d/how-to/invite.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
