Step 5: Share your Project (transcription)
1. From the home screen of your account, select a client.
2. Navigate to an existing Project, or create a new Project if you don't have any yet.
3. At the top right of the screen, click the Share icon.
4. To email the Project to your client, click Send via Email in the drop-down menu.
5. Complete the Recipients, Subject, From Email Address, and Message fields and click Send Email.
6. To share a URL link to the Project, click Share Link in the drop-down menu.
7. Click Copy Link.
9. To generate a PDF of the Project, click Export PDF in the drop-down menu (only available for Reports).