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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 Tab Overview

    The Shares tab provides complete control over profile access. You can manage and revoke access for invited parties as needed.
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    1. The list of clients with whom the profile is shared is displayed.
    2. Displays the status of the invited client.
    3. Displays the permission of the client.
    4. Actions, such as resending the profile link, temporarily revoking a client's profile access, or removing a client from the profile can be performed from the three-dot menu.
    5. Search for a client using the search box.
    6. Share the profile with potential buyers, customers, and business partners.

    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.
    46

    1. The list of clients with whom the profile is shared is displayed.
    2. Displays the status of the invited client.
    3. Displays the permission of the client.
    4. Actions, such as resending the profile link, temporarily revoking a client's profile access, or removing a client from the profile can be performed from the three-dot menu.
    5. Search for a client using the search box.
    6. Share the profile with potential buyers, customers, and business partners.

    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.

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