Copy or share the client link

Each client has one private client link that opens all their requests. Open the client from Clients and select Copy in the Client link card. The link is copied, ready to paste into an email or a message.

Steps

1. 1

   Open the client

   Find them on the Clients page and open them.

2. 2

   Copy the link

   In the Client link card, select Copy next to Link. You'll see "Link for" and your client's name, then "copied".

3. 3

   Send it to your client

   Paste it into an email, a chat or wherever your client will see it.

A client gets their link the first time you send them a request. Before that, the card says Created when you send a request. Select Create now if you want the link sooner.

What your client sees

The link opens Your documents, a page with:

• Their Open requests, with what's still to do on each and its due date.
• Files you've shared with them on any of those requests.
• Completed requests, shown for 90 days after completion.

With only one request to show, the link opens that request directly. New requests you send them appear on the same page, so it's the only link they need to keep.

Copy one request's link

Every request also has its own link, which opens that request only. Open the request and select Copy request link, or choose Copy request link from the request's ⋯ menu on the Requests page. If the client link has a PIN, the request link asks for that same PIN.

A request sent with its own link isn't on the client's page, and its emails carry its own link instead of the client link. Choose this when you create the request, with Send with its own link. Create a request

Good to know

• Clients don't need an account. The link opens their page straight away, with no sign-up and no password.
• You don't have to send it yourself. Sending a request emails your client a link to it on their client page, and every reminder carries it too.
• Anyone on your team who can edit the client can copy it again at any time. GarnerDocs stores the link encrypted, so it can show it to your team without keeping it in plain text.
• Treat it like a key. Anyone with the client link can open every request on it, unless it has a PIN. For sensitive documents, add a PIN and give it to your client separately, never in the same email. If the link reaches the wrong person, generate a new one.
• To see what your client will see, choose Preview client page from a request's ⋯ menu. The preview is read-only and doesn't count as your client opening the link.
• When a request leaves the page: straight away if you cancel it. After it's completed, it stays for up to 90 days so your client can see what they sent, and leaves earlier if the files are deleted.