How do I know how much I will be spending before actually sending out my incentives? When adding recipients, there is a calculator at the top right of your screen showing the total gift value to...
Can I revoke an envelope? Yes! Go to your Project and click on the Deliveries tab. It will pull up a list of the envelopes that have been sent. Find...
I see that there are a number of envelopes that need to be approved. Where do I approve them? Home Page > Red Circle Notification > Notification to approve envelopes When you need to approve envelopes, there will be a red circle next...
Is there an additional delivery fee to resend an envelope? Not for Standard delivery! Standard envelopes: No, there is no additional fee to resend a standard envelope. De-Identified envelopes: There is an...
Does TruCentive provide invoices or receipts? Of course! Whether you pay by credit card, or are issued an invoice, we always provide a receipt. Account > Billing...