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Share Client Documents Using Shareable Links

Share client documents by generating a shareable link and inserting it into an email. This allows recipients to access the document directly from the email without requiring you to download or attach the file manually.

Let’s get started 🚀


Step 1: Log in to your agent dashboard and open the client profile containing the document that you want to share. 

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Step 2: Click the Documents tab from the available tabs.

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Step 3: Click the Copy Shareable Link as shown in the screenshot below.

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The shareable link will be copied to the clipboard successfully. 

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Step 4: Click the Email/SMS tab from the available tabs. 

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Step 5: Click the Select Template box to open the list of templates. 

If you do not want to use an email template, you can skip to Step 7. 

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Step 6: Select the email template that you want to use.

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Step 7: Prepare the email body as required. Select the text that you want to turn into a hyperlink, then click the Insert Link button on the toolbar. 

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Step 8: Paste the copied shareable link into the Link URL field.  

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Step 9: Check the Open in New Tab checkbox and click the Submit button.

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Step 10: Click the Send button to send the email.

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