Informing the client after a SecureSafe Exchange has been created

Overview

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

Inform a Client about a SecureSafe Exchange

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

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

   

  E-mail Link

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

  
  

  Know more: 

  Check out the following article to learn more about the SecureSafe Exchange experience of the client: 

  • Client View of SecureExchange