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 Customer Name's Link
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From the collaborator summary that displays on Forms, Signatures, and Risk Data
From the Customer Task List Summary
For Team Members: From the Team Members page > Actions menu