Created a report and ready to share it with your client? We’ve made it easy whether you are recording a video, hosting a meeting, or simply sharing a PDF. Keep reading to learn more.
Share, Record, or Start a Speed Meeting
To share the completed report, click Share. A dropdown menu will appear.
- Click Download to download the report as a PDF.
- Click Send a link via email with an optional video recording (not available for some users depending on their company permission settings).
- Click Record Video to provide your client with a clear walkthrough of the report along with your own insights and context.
- Click Host a meeting to virtually meet to discuss the report with your client.
Download as a PDF
If you wish to download the PDF, simply click Share then Download and it will save the report to your computer as a PDF.
How to Send Your Report
To Send the report to your client(s): Click Share.
- Click Send from the drop-down.
- Enter the client(s) name. If multiple, separate with commas.
- Add up to four email addresses, separated by commas.
- Create a custom message.
- To add a video (optional), click Add video from library.
- Choose if you would like to use a one-time passcode.*
- Click Send.
Please note: If using a one-time passcode, your client(s) will receive two emails. The first email will have a link to the report. Once your client clicks on the link, it will trigger the second email to be sent with the access code.
*This feature may be optional depending on your company's permission settings. If your company allows, we provide the ability to copy a link to the report. However, if you choose to secure the report with a one-time passcode, this option will be grayed out.
How to Record a Video to Share with Your Client(s)
You may want to record a video to help provide an explanation of the report for your client. To do so:
- Click Share in the top right-hand corner of the page.
- Click Record Video from the drop-down.
- Select if you would like to use your webcam and/or show your screen.
- You may be asked to allow access to your microphone and webcam. Select “Yes” to allow access for the recording.
- Next, we will provide you a preview asking permission for MBS Highway to see and record the selected window. Select Allow to continue.
- Click Start Recording.
- To end the recording, click the red square button at the bottom of the window.
- A window will then appear where you can preview the video, add a custom message, and provide the email addresses of the intended recipients.
*If your company allows, we provide the ability to copy a link to the report. However, if you choose to secure the report with a one-time passcode, this option will be grayed out.
If utilizing the one-time passcode, your client(s) will receive two emails. The first email will have a link to the recording. Once your client clicks on the link, it will trigger the second email to be sent with the access code.
Please note: Speed Meeting (both the meeting and recording functionality) is currently optimized for your desktop experience only and will not work on mobile devices.
Starting a Meeting
Virtually meet with your client and share a report:
- Click Share.
- Click Host a meeting.
- Type in your client’s name.
- Type in your client’s email.
- An email will be sent to your client with a link to join the meeting.
- Your client will then receive a one-time passcode via email to access the meeting.
- You can change your camera, audio or screen being shared by using the buttons located at the top of the pop-up window.
- To view your camera feed, click View Camera Feed.
- Once your meeting is complete, click End.
Have questions or want to learn more? Submit a ticket or call us today!