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 




