Here is what your client sees when you share a report - the email, the link, and what they can and can't do.
Read every section. They see the same sections you do.
See which documents were found. The Report Sources section lists what was detected and how many files were found.
Open the original documents. Only if you turned on Include full document access for that share. Otherwise the documents stay private.
Share the report onward. The Share button is hidden.
Update the report. Update Report is not in their ••• menu.
Print the report. Print Report is greyed out for them. Print it yourself and send the PDF.
The message box reads Sign in to chat until your client signs in with a free account. They start a fresh, empty thread, and your own conversation stays private. Each report caps how many questions can be asked, and the assistant stops there.
Enter a name and email, then click Share with Client. StrataReports emails that person a private link, and keeps them in your Clients list for copying it again.
Click Create Public Link & QR Code, and the link and QR code are emailed to you. Anyone holding them can open the report, and public links expire after 90 days.
The Scan to open QR code on a printed report opens the report only, never the documents. Learn more about printing reports.
Good to know
No. The link opens the full report in their browser. An account is needed for one thing only: asking the Report Assistant a question.
It comes to you. StrataReports sends the email, but the reply-to address is your account email.
No. Your conversation stays private. Your client starts a fresh, empty thread, and you never see theirs either.
Only if you turned on 'Include full document access' when you shared. With it off, the documents stay private.
Not from the app. Public links stop working after 90 days. If you need a link shut down sooner, contact support@stratareports.ca.