You need to send documents to someone who isn't one of your providers, such as a loan officer at a bank.
In Rhodes: an entity's Documents tab → Send to provider → Someone who isn't a provider yet
You don't need to set them up as a provider first. The send form saves them in People as a guest when you send.
- Under Who is it for?, choose Someone who isn't a provider yet.
- Under Name (for example, the bank or firm), enter who it's for, such as Tarn Ridge Partners.
- Under Add someone else, enter their email addresses, or a domain such as @tarnridgepartners.com for anyone there, separated by commas. The Summary notes that the addresses you add are saved to their contacts.
- Finish the share as usual, and click Send invitations or Create link.
Rhodes saves the guest first, with the addresses and domains you listed, and then sends the share. If Rhodes can't save them, nothing is shared. If the guest is saved but the share fails, the form says so; trying again sends to the same guest rather than saving a second one.
Next time, they're in the list of providers, so choose A provider and pick them. Chat can also add someone as a guest when you ask it to; approve the card it shows.
Guests in People
- A guest has a Guest chip in People, on their full record and in Secure shares. The Guests filter in People lists them.
- Make a provider, on their row in People or on their full record, turns a guest into a provider. Their contacts and shares stay as they are.
- A guest has no Delete. Owners and admins can use Revoke shares and remove on their full record instead. Rhodes asks you to confirm, revokes every live share to them, and then removes them. Past activity stays in each share's history. If any share can't be revoked, the guest stays in People and Rhodes says so.