Short summary
Use the share options to invite recipients with Viewer or Editor access, or create a view-only link with an expiration time.
When to use this feature
Use this when you need to:
- Add a new recipient to a Proposal.
- Choose whether a recipient can only view or can take actions.
- Share a view-only link that expires after a set time.
Step-by-step instructions
Add a recipient with an access level
- In the Business Portal, open the document.
- Open the add recipient form: add recipients.
- Enter the recipient’s email or phone number.
- Select "Access level".
- Choose "Viewer" or "Editor".
- Submit the form. The confirmation message is displayed
Share or copy a link
▶ Watch video: Share a Proposal link
- In the Business Portal, open the document
- Click ‘Share’ to show "Share with recipients".
- Under "Select recipients", choose the recipient.
- Optional: add text in "Message".
- Click "Share" to send the Proposal.
- To copy a link, click "Copy link".
- Choose "Full-access link" or "View-only link".
!Screenshot: Choose link access type
- For a "View-only link", select "Expiration":
- "24 Hours"
- "7 Days"
- "30 Days"
"7 Days" is selected by default.
Notes & limitations
- "Access level" is mandatory when adding a recipient.
- No access level is selected by default.
- "Viewer" gives view-only access.
- "Editor" allows actions based on the Document type:
- Proposal: payments, add/remove add-ons, sign, and leave messages.
- Agreement: sign and leave messages.
- Presentation: interact and leave messages.
- Adding new recipients is limited to 5 per day, using GMT time.
- A Proposal can have up to 10 recipients.
- View-only links are distinct links and expire based on the selected expiration.
- Expired view-only links open the "Read-Only Link Expired" page with the "Request New Link" button.
- The Activity Log records when a recipient is added and when a view-only link is shared.
Troubleshooting
Why can’t I add another recipient?
You may have reached one of these limits:
- Daily limit: "For your account's protection, adding new recipients is limited to 5 per day."
- Proposal recipient limit: 10 recipients.
Why can’t a Viewer sign, pay, add add-ons, or send messages?
Viewer access is view-only. Viewers cannot take actions in the Proposal.
What should a recipient do if a view-only link expired?
They should click "Request New Link" on the "Read-Only Link Expired" page.
Comments
0 comments
Please sign in to leave a comment.