Part 9: Sharing Your Work with Clients

Discover how to share your work with clients using Oviond. Learn about link customization, email, download, and embed options for professional report sharing.

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Exploring Ways to Share Your Work in Oviond

In this video, we explore the various ways you can share your work with clients using Oviond. You'll learn how to customize your link preview, ensuring your reports look professional and branded. We cover the four sharing options: link, email, download, and embed. Each method is explained with tips on how to optimize the presentation, such as setting up your own domain and using password protection.

This tutorial is essential for anyone looking to enhance client communication through seamless report sharing.

Step-by-Step Instructions

  1. Log in to Your Oviond Account

  2. Open a Project

    • Select a client, then select a project.

    • Your project will open in the Project Workspace Viewer.

  3. Click 'Share'

    • In the header on the right-hand side, click 'Share'.

    • You can share your project in four ways:

      • Link: See link preview, option to show date selector, and password protection option.

      • Email: Set recipient and email details.

      • Download: Generate a PDF and see download history.

      • Embed: Easily embed the project onto your desired website.

  4. Edit Sharing Options

    • If you need to edit sharing settings, click the 'Edit' button in the header to open the workspace editor.

    • In the sidebar menu on the right, click on Project Settings.

    • Open Sharing Options.

      • Edit how your project link will appear when shared (ensure image is 1200px x 628px).

      • Choose domain options.

    • Click 'Save'.

Additional Information

Tip: Ensure that your shared link or embedded project looks professional and is correctly set up to meet your requirements by customizing the sharing options.

Summary

By following these steps, you can easily share your Oviond projects through various methods such as link sharing, email, download, and embedding on websites, ensuring effective and professional project presentation.

Related Resources

Part 10: Saving Your Work as a Template

Learn how to save work as templates in Oviond. This guide covers creating, naming, and reusing templates to streamline your project setup and reporting process.

How to share projects

Learn how to share your projects in Oviond using link, email, download, and embed options with this step-by-step guide. Customize your sharing settings for a professional presentation.

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