As well as creating a certificate in the Papertrail mobile app, you can now share the certificate to team members or external clients directly from the app.
You can share the certificate straight after it has been created, clicking the Share button in the top right hand corner of the certificate view.
The share option is also available any time after generating the certificate, by going to the activity details relating to that certificate. From the dashboard or record history, click into the activity to view the details and then click Share in the top right corner to follow the steps above.
Note: the sharing options (e.g. text, email, Whatsapp, AirDrop etc.) will depend on which other apps you have installed on your device.
See related articles:
- How to create a certificate in the mobile app
- What sort of report can I produce in Papertrail?
- How to print or export record or folder details - web app
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