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.
Last modified 7h ago