To invite your three team members, do the following: 

  1. Verify that the team member first has a LegiDoc account created. If they have not created an account yet, they can create one here.
  2. Fill out the first page of the Set Up section by entering your Facility Name, Facility Type and Organization name. 
  3. Click My Plans to navigate to the dashboard.
  4. Click the three dots located in the far right of the table row, and then click Share Plan.
  5. Enter your team member's email and click Send. 
  6. Your team member will receive an email with account information.
  7. Your plan will appear in the invited team member's My Plan dashboard.