Last updated
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27 August,
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2024
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Available to all users |
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You can quickly reschedule your preso by clicking on the date under When. Then click on the date and/or times to make your changes, and click Save.
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Share Visibility
You can choose whether to restrict your shared preso to only your clients (Preso contacts only) by requiring them to verify themselves with a 2FA mobile code, or to allow them to view it and share it with Anyone with the link. This is described in more detail in Sharing presos with your clients.
Client contacts
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Down at the bottom-left you can see your client contacts. The checkboxes are for confirming who’s actually in a meeting for compliance purposes, which is covered in more detail in Presenting presos to your clients .
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Hand over lets, say, a paraplanner create the preso on behalf of the adviser and then hand it over to them to present and share. It’s covered in Handing over presos to colleagues.
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At LivePreso, we don’t much like PDFs, as they’re not interactive and we can’t track them for you. But we know that sometimes you just need a printed version. You can request one by clicking PDF and it will be generated and emailed to you. It’s covered in Making PDFs of your presos .
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Share lets you generate a secure, custom link for your clients, so they can view the interactive preso in any browser on any device. Sharing is covered in Sharing presos with your clients.
If your preso includes a “signing slide”, clicking the Share button will open the Signing box as well as the Sharing box, so that you can control how your clients can sign the presos you share. Signing is covered in more detail in Signing presos.
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Note: LivePreso will never send anything to your clients (like invites and shares) without you explicitly clicking a button to do so. |
Related articles
Presenting presos to your clients
Prepping and editing your preso
Handing over presos to colleagues
Making PDFs of your presos
Sharing presos with your clients