Copy and share the client's link to a form, proposal, or invoice

The direct link to a client's form, proposal, or invoice brings up the page from their perspective. As an agent, having access to this link has multiple benefits:

• You can copy the direct link and share it in a text or chat with the client
• You can open the direct link to see what the client will see to help with editing
• You can open the direct link to see what the client sees if they reach out for help

To find the link to a client's form or invoice, go to the trip page's Files tab and locate the file in question. At the top-right corner of this file, click the three dots and then click "Get Invoice Link" or "Get Form Link" as seen here:

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From there, the link will pop up on the screen, allowing you to copy the text to your clipboard and use it however you'd like:

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