How can I get a shareable link for the document?

We'll cover

  1. Where can you use the shareable links?

  2. How to get the shareable links for the documents?


 

Where can you use the shareable links?

Shareable links of the documents can be used to share the document link with the customer in private chats, SMS, etc.

 


 

How to get the shareable links for the Document?

  • From the sidebar, click on documents to go to the listing.

  • Select the document from the document table list and open the document editor page. From the top right just beside the send button there is an arrow button pointing downwards click on it to copy the link.

 

 

Note: In case if the status of the document is Draft then you won't be able to get the shareable link.

 

Here you go!!

 


 

If you have any queries reach out to Clientjoy support at support@clientjoy.io