Share a document package

Build a package, set an expiry, and send a branded link your client can open without creating an account.

Play

Sample data. Fictional walkthrough.

Steps

1. Choose your documents. Open the property package and select the files you want your client to see. (Screen 01)
2. Review the branded link. Check the package title, branding, and link expiry. (Screen 02)
3. Preview as a client. Confirm the file list and access window before sharing. (Screen 03)
4. Copy and follow up. Copy the link into your usual communication channel. Review recorded opens in Viewer activity. (Screen 04)

FAQ