Share Settings

Below are the options available which you can include while sharing details with customers.

1. Item:

Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> Item

Customise your item report that you can share.

2. Regards Message:

Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> Regards Message

Customise the complimentary close message you want to send with your e-mails & SMS's

3. Share Bank Details:

Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> Share Bank Details.

Enable to share the bank account details you want to receive payments into with your customers.

4. PDF review:

Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> PDF review.

On selection, you get an option that allows you to preview PDF before sharing it with the party.

You can enable or disable it with a tick mark.

Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> Remove Biz Analyst Footer.

Removes the "Sent through the Biz Analyst App" message from the bottom of all your shared communications.

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