Share Tab Overview

Overview

With just a few clicks, team members can share the profile with potential buyers, customers, and vendors helping them showcase pre-complete questionnaires, certificates, documents, and other artifacts with relevant parties.

Select the applicable tab for your edition of Responsive.

• Share Members Tab Overview

  The Shares tab provides complete control over profile access. You can manage and revoke access for invited parties as needed.
  

  1. Switch between Shared Members and Access Request tabs.
  2. Search and filter the Shared members list.
     • Click to access advanced filter options.
       
  3. Export the list to an Excel file.
  4. Share the profile with potential buyers, customers, and business partners.
  5. The list of clients with whom the profile is shared is displayed.
  6. Actions such as resending the profile link, managing expiry, temporarily revoking viewer's access, or removing the viewer from the profile can be performed from the three-dot menu.
  7. Configure the columns in view.

  Access Request Tab Overview

  

  1. Switch between Shared Members and Access Request tabs.
  2. Indicates the number of pending access requests.
  3. Search and filter the access requesters list.
     • Click to access filter options.
       
  4. List of viewers who have requested access to the profile artifacts.
  5. Action options to accept or reject the access request.

  Downloading Signed NDA Documents

  Profile owners and collaborators can preview and download the signed or accepted NDAs from the viewer analytics page.

  1. Click on the view count to land to the Viewer Analytics page.
  2. Click the NDA Document link as highlighted in the below image. 
     
     The document preview opens in a new tab.
     
  3. Click Download to download the signed NDA document.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Share Tab Overview

  The Shares tab provides complete control over profile access. You can manage and revoke access for invited parties as needed.
  

  1. Switch between Shared Members and Access Request tabs.
  2. Search and filter the Shared members list.
     • Click to access advanced filter options.
       
  3. Export the list to an Excel file.
  4. Share the profile with potential buyers, customers, and business partners.
  5. The list of clients with whom the profile is shared is displayed.
  6. Actions such as resending the profile link, managing expiry, temporarily revoking viewer's access, or removing the viewer from the profile can be performed from the three-dot menu.
  7. Configure the columns in view.

  Access Request Tab Overview

  

  1. Switch between Shared Members and Access Request tabs.
  2. Indicates the number of pending access requests.
  3. Search and filter the access requesters list.
     • Click to access filter options.
       
  4. List of viewers who have requested access to the profile artifacts.
  5. Action options to accept or reject the access request.

  Downloading Signed NDA Documents

  Profile owners and collaborators can preview and download the signed or accepted NDAs from the viewer analytics page.

  1. Click on the view count to land to the Viewer Analytics page.
  2. Click the NDA Document link as highlighted in the below image. 
     
     The document preview opens in a new tab.
     
  3. Click Download to download the signed NDA document.