Creating a ReadiLink
Share a live view of the documents you select, with an expiry and settings for one recipient. Create a ReadiLink, preview the package, and send it to a reader.
Steps
- Open ReadiLinks and choose New ReadiLink. Sharing requires an active plan that includes it; follow the plan prompt if one appears.
- Choose a Package and enter a Recipient label. Add a recipient email if you want it in the watermark or want Vanward to email the link.
- Choose Expires in, and review the watermark, download, and document-request settings. For a Board Package, add the executive summary you want the board to read first.
- Review the items included in the package. Untick documents you do not want this recipient to see. A document package needs at least one shareable item.
- Choose Create ReadiLink. Copy the address shown, or use the email option if you supplied an email address. Check the confirmation to see whether it was emailed.
- Choose Manage this link to review access, hide items, or revoke the link later.
Questions and answers
- Can I change what the recipient sees after sending?
- Yes. Open the link from ReadiLinks and untick an item under What this recipient can see. Tick it again to restore it while the link is active. You can also change whether downloads are allowed.
- Where do I share a month-end close?
- On the Close page, select the period and choose Share this close when available. The form starts with that close selected. Close sharing depends on your role and the company's settings.