The direct link to a client's form, proposal, or invoice brings up the page from their perspective. As an advisor, 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 Files tab and locate the file in question. At the top-right corner of this file, click the three dots and then click "Get ______ link" (In this case "Get invoice link"):
​
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:
​​
​
Comments
1 comment
Hello,
When a client receives the proposal in the email, and they have the options at the top "Share", "Download", "Chat", "Make Selections", or ''Open in app", when you share and the link is sent to someone, they also get the same four options. My question is, if they click on the "Chat" feature, can they now see the trip feed of the person who shared that link? I've tested this a few times, as if I were a client, and was able to see the trip feed of the person who sent me the link. I don't want to use the link from the Files Section, since that isn't how a client would share it with someone. Â
So sharing the proposal with the share icon of their proposal won't allow someone to see their trip feed, will it?
Please sign in to leave a comment.