Through a Link you can also use all the properties that an Automatism can offer you. Anyone can use the Link without the need of authentication.
You can use a Link to collect any type of information from a group of people, for example:
“Through a Link you can upload, create, modify, view documents as well as use all the properties that an Automatism can offer you.”
Follow these simple steps to create your first Link. The creation of a document request will be carried out through a designer in 3 parts:
1. General data
You have 2 options:
This is very useful if you want to generate links with dynamic documents for different people. For example, when you send an email through a trigger, you can send the link with a document identifier that you can extract with the platform calculator.
2. Page Layout.-
You must specify a name that will appear as a title in the link.
In this section you can style and shape the page.
You must specify a name that will appear as a title in the linK
You will have to put corporate texts as a header, footers, success messages when launching the petition, page themes and other things.
3. Dossier Selector.-
You must select at least one dossier where you want the generated documents to go.
Once you have created your linK, when you enter it you will find an icon as a plug in the upper right. This icon allows you to copy the URL of your LinK.
A Link for a survey can look like this: