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. 

From Dashboard: 

• Click the share icon on the exchange row -> a context menu appears with two options: Send via email or Copy link

• Select the preferred option
  • E-mail link send via the SecureSafe Exchange platform
    • Click on the button Send by email and an automated E-mail is send to the client with further instructions. 

• • Copy link from the SecureSafe Exchange platform and shared with client individually. 

From Detail view: 

• Open the exchange
• Two separate buttons are visible in the sidebar next to the name of the Exchange
  • Email Link (sends email) and
  • Copy Link (copies to clipboard)
• Select the preferred option