Inside Your Reports: How to Share, Record, or Start a Meeting within Our Tools

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.

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  • 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

  1. Click Send from the drop-down. 
  2. Enter the client(s) name. If multiple, separate with commas.
  3. Add up to four email addresses, separated by commas.
  4. Create a custom message.
  5. To add a video (optional), click Add video from library.
  6. Choose if you would like to use a one-time passcode.* 
  7. 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:

  1. Click Share in the top right-hand corner of the page.
  2. Click Record Video from the drop-down.  
  3. 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. 
  4. Next, we will provide you a preview asking permission for MBS Highway to see and record  the selected window. Select Allow to continue. 
  5. Click Start Recording.
  6. To end the recording, click the red square button at the bottom of the window.
  7. 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: 

  1. Click Share.
  2. Click Host a meeting
  3. Type in your client’s name.
  4. Type in your client’s email.
  5. An email will be sent to your client with a link to join the meeting. 

  1. Your client will then receive a one-time passcode via email to access the meeting.
  2. You can change your camera, audio or screen being shared by using the buttons located at the top of the pop-up window. 
  3. To view your camera feed, click View Camera Feed.

  1. Once your meeting is complete, click End.

Have questions or want to learn more? Submit a ticket or call us today!

 

 

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