Informing the client after a SecureExchange has been created

Overview

In the article How to create & manage SecureExchanges the process to set up a SecureExchange has been explained. This article will focus on how to inform a client about the a SecureExchange. 

Inform a Client about a SecureExchange

Once a SecureExchange has been created there are two options to inform the client about it: 

• E-mail link send via the SecureExchange platform 
• Copy link from the SecureExchange platform and shared with client individually. 

E-mail Link

In the manage view of the SecureExchange the E-Link button is displayed on the left hand side. 

By clicking on the button a module will be displayed to ask again if a invite link should be send to the client. 

Click on the button Send link and an automated E-mail is send to the client with further instructions. 

Copy Link

In the manage view of the SecureExchange the Copy Link is displayed on the left hand side. Copy the link and shared it individually with the client.