Fantastic, you have generated a report, added commentary and are ready to send it to your client! With Digits Reports we make this super seamless. No more downloading, organizing and attaching to an email. We handle all of that with one click!
- When you first are viewing your Digits Report you will see a blue Share button in the top right-hand corner of your report. Click on Share.
- There will then be a pop-up that allows you to decide how you want to share the report.
- We have two different ways to share different options:
- Send direct to client email: Add your clients email address into the top line which will auto populate a message that will send to your client. The message is editable.
- Use embeddable link: If you want to send an email to your client and add a link to this report.
- Choose report view options:
- Commenter Access: A user with commenter access is able to comment on their Digits Report.
- Viewer Access: User can only view the document but is unable to add comments.
- Must Request Access: Only for embedded links - If a user wants to see a report they must request access. This will come by email to you and you will have to accept access
- Send the report!
Further notes:
If you used an Embedded Link: Once you have chosen their access you can click on the copy button (double squares) which will copy this link for you to paste in an email or any other form of communication you are using with your clients today.
Are you curious how this will look for your client?!? Click on Send A Copy To Myself to view it as your client will when they receive their Digits Reports!