Sharing a document by link

Steps

1. 1

   Open the document

   On the invoice, quote or service form page press the “Share link” button.

2. 2

   Create the link

   Press “Create link”. For safety the link is shown only at the moment it is created; take it with “Copy”.

3. 3

   Send it to the customer

   The customer opens the link without logging in, sees the document and can print it or save it as PDF.

4. 4

   Follow it

   How many times it was viewed and when it was last viewed are shown in the window.

5. 5

   Close it if needed

   “Close link” cancels the link. “Create new link” closes the old one and gives a new one; you need to send the new one to the customer again.