Sharing transactions with the clients


What is transaction sharing?

Now you can provide real-time access to the transaction overview and let your clients track their progress. With this feature, you can pick and choose the items you wish to share, give your clients visibility to the activity log with actions taken towards the checklist items.




How do I share a transaction?

  1. Within a transaction, go to Shared > Share and select the recipient and your message
  2. On the next step, select contacts, checklists, and tasks you'd like to share
  3. Create multiple shares or manage the existing ones within the same page



Contacts with active shares cannot be deleted. Canceling, or deleting the transaction will automatically expire all the shared links.



Was this article helpful?
1 out of 1 found this helpful

Have more questions? Submit a request