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Sharing an Evaluation to an EvalExpert User

How to share an evaluation outside of your account, either to an external recipient or to an internal group account

Eddie avatar
Written by Eddie
Updated over 3 months ago

From the Web Dashboard

1. Click "Evaluations"

2. Find and click on the evaluation from the list.

3. Click "Share Eval"

4. Click the "Search" field to search for contacts.

Note!

These users are your Existing contacts, they are matched from contacts saved in your phone who are also EvalExpert users.

To be able to view this list from your Web Dashboard, first you must open the "Share with EvalExpert User" option on your mobile device and give permission to access your device contacts.

5. Click to select contacts.

6. You can select multiple contacts to each share a copy of the evaluation.

Each recipient will receive their own copy of the evaluation and no visibility that the evaluation was shared with others.

7. Pre saved contact groups will display at the top of the list.

8. Click "Share Eval".

9. You can view the price set by external users in the pricing screen of the evaluation.


In the Mobile App

1. Find and tap on the evaluation from the list.

2. Tap "Share".

3. Tap "Share with EvalExpert User".

Alert!

You will be prompted for access to your device contacts the first time you open this screen, so EvalExpert can view and sync your contacts with your account, you must approve contacts access to the app.

If you deny contact access, the contact list will be blank and you cannot use this function.

4. Tap the "Search" field to search for contacts.

5. Pre saved contact groups can be selected here.

Note!

These users are your Existing contacts, they are matched from contacts saved in your phone who are also EvalExpert users.

To be able to view this list from your Web Dashboard, first you must open the "Share with EvalExpert User" option on your mobile device and give permission to access your device contacts.

6. Tap to select contacts. You can select multiple contacts to each share a copy of the evaluation.

Each recipient will receive their own copy of the evaluation and no visibility that the evaluation was shared with others.

7. Tap "Next" to share.

8. Tap "OK" to return to the Evaluation list.

9. You can view the price set by external users in the pricing screen of the evaluation.


Tip!

Tapping the yellow star next to a contact in the list will favourite that contact, moving them to the top of your contact list for easier sharing.


Still Need Help?

If you need additional assistance, please reach the AlgoDriven team via the in-app chat, available in the Mobile App or Web Dashboard located as below:

  • Web Dashboard: Bottom right of the screen, blue chat icon

  • Mobile App: Menu on the main screen, then 'Help & Support'

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