This feature can be used to either send yourself your General Document or ID Request links to have on hand (for sending in text messages, any other messaging platform or adding to your email signature block). Or you can also send others your automated link directly from here as long as you have their mobile number.
“General Document” links will open an automated flow to collect documents using PULL features.
“ID Request” links will open an automated flow for collecting data from and validating a Drivers License (as well as a PULL feature for collecting documents AFTER an ID has been validated)
These can be found and sent as follows:
Upon Login, you'll need to navigate from the main dashboard of your account to the conversations page which can be located on the upper left hand side of the Dashboard.
Once you click on the “Conversations” tab you'll be redirected to the main Conversations Dashboard. On this page you will find the option to send the automated P2 links under the “Personal URL Automations” tab. This tab is located on the left hand side near the bottom as shown below:
From there you will be directed to a page titled “Personal URL Automations”. Here you will see a “Link type” box which has the option for a General Pull or ID Request. Next to that is a space for the mobile number you wish to send the P2 “Personal Link” to (be it yourself or someone else). Lastly, there is a box to add an optional message that will be received in the SMS by the recipient.
To send (either to yourself or others), simply add a desired message, input the recipient phone number and click “Send SMS”.