Überblick
Instead of sending bulky PDFs via email, simply share a link. The recipient always sees the most up-to-date version of the document—making it highly convenient for clients and customers.
Schritt für Schritt
Select the submission to share
Open the completed submission you want to share and ensure all details are complete and finalized.
Generate a sharing link
Create a link using the share function. Recipients do not need a ProtocolHero account to open and view the document.
Manage access
Define what information is visible and deactivate the link once it is no longer needed. This ensures you always maintain full control.
Send the link
Send the link via email or messaging apps. The recipient can open the document directly in their browser on any device.