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React Box

The firm workspace

Inviting companies

Three ways to connect a company to your firm, depending on whether it is already on React Box or discovering it with you.

Updated on August 14, 2026

The three paths

The outcome is the same: a connection accepted on both sides.

  • Invite by email — you enter the address of an administrator at the company, who receives an invitation to connect their file to your firm.
  • By code — you share your firm's code; the company enters it in its settings and sends you a request.
  • By creating the file — you build the file yourself, then invite the people who need access. The connection exists from the outset.

Note

A code grants no access on its own: it allows a request to be sent, which must then be accepted.

Tracking invitations

Invitations you sent stay visible with their send and expiry dates until they are accepted. You can resend one — handy when the email got lost — or cancel it, which makes the link useless straight away.

Note

An expired invitation can no longer be accepted: send a fresh one rather than trying to revive the old one.

Requests you receive

When a company sends you a connection request, it shows up in your workspace, possibly with a message. You either accept it or let it expire. Accepting creates the file in your portfolio and applies your file template.

Inviting the people in a file

Once the file exists, access for the company's people is managed from its record. Each invitation covers that file only: inviting someone at one client opens nothing at another.

Tip

Your own staff do not need to be invited into a client file: their access comes from belonging to the firm.