Share View-only Project Links to Project Contacts
Tucker Evans
7 steps
33 seconds
Cleanclaims
1
Navigate to your Project in Clean Claims
2
Once in the project, Click "Project Actions"
3
Click "Contacts"
4
See all your contacts associated to the project.
5
Click "Actions" icon on the contact you would like to share.
6
Click "Send view-only link"
7
This will send a link to the contact, allowing them a view only access to the project and can follow along with the progress.
