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What the recipient actually sees
The screen more people see than any other, described step by step.
For every person on your team who enters the platform there are twenty who only ever see one screen: the one the link you sent them opens. It is worth knowing what is on it, because it is the impression they take away of your company.
What they see, in order
- 1
Who is writing
Your name and your company's, at the top. With your own branding configured, in your colours and logo.
- 2
What you are asking for, as a list
Only their part. They do not see the whole case or other participants' items.
- 3
What is mandatory and what is not
Marked. That is what lets them deliver what they have without being blocked by what they do not.
- 4
A button to upload or sign
And nothing else. No sign-up, no password, nothing to install.
What they do NOT see
- Other participants' documents, even in the same case.
- Your internal notes or comments.
- Your other suppliers or clients.
- Anything about your organisation beyond what you asked them for.
Important
That separation is hard, not a setting: two subcontractors on the same case cannot see each other. It is what lets you ask them for sensitive documentation without them sharing anything.
Watch out
Each request's title is the only thing explaining what you want. "Doc 3" leaves them guessing; the document's full name is understood first time.
Worth knowing
Send yourself the link the first time you build a process. It takes a minute and changes how you write titles quite a lot.
›Does it work on a phone?
Yes, and that is where most people open it.
›Does the link expire?
It has a deadline; a new one can be sent immediately.
›Can they come back later?
Yes, with the same link, and they see what they already delivered.
A real case
The situation
A company builds its first process and sends itself the link.
What you do
- Sees its titles read "Doc 1", "Doc 2" and "Cert"
- Rewrites them with each document's full name
What you get
Suppliers stop delivering the wrong document from the very first send.
The situation
The recipient cannot tell whether the email is genuine.
What you do
- Includes recognisable context in the notice
What you get
It gets opened rather than dismissed.
The situation
The recipient cannot find the sign button.
What you do
- Checks how it looks on a small phone
What you get
The path works on the real device.
The situation
The notice text uses internal jargon.
What you do
- Rewrites it for somebody who does not know you
What you get
Clarification calls drop.
The situation
The recipient opens it and does not know what to do next.
What you do
- Makes the next step clear on screen
What you get
The process completes unaided.
The situation
Nobody on the team has ever seen that screen.
What you do
- Sends themselves a request
What you get
You know what the other side sees.
This article answers
- what the signer sees when opening the link
- what the external portal looks like
- can the supplier see other documents
- what does what i send look like