The intended audience for this article is Agents.
When you assign forms, signatures, and risk data to customer collaborators, your customer collaborators receive a personalized task list that shows all incomplete tasks they need to complete. The easiest way to share tasks with your customers is to use Wunderite's native Assign & Share features. Alternatively, if you'd like to copy a personalized link for a customer, for sharing via text message or email, there are several ways you can copy a link:
From the Risk Profile > Collaborators page, select the Actions menu on a collaborator, then select Copy Name's Link.
From the Forms or Signatures page, select the customer's avatar from the avatar summary in the top right of the page, then select Copy Name's Link.
From a customer's task list preview (accessible from the Forms, Signatures, or Collaborators page), select the Copy Name's Link button that displays at the bottom of the modal.
Coming Soon
For Team Members: From the Team Members page > Actions menu