If you're working with a company that is not on Snapdocs, you can securely share your credentials with them through Snapdocs.
Only companies who use Snapdocs will be able to see your profile. However, if you have your public profile enabled, anyone who is searching on the Internet will be able to view it. This means that you can share the link to your public profile with anyone and they will be able to access it.
Step 1: Login to your Snapdocs account and select on Credentials in the left-hand column.
Step 2: Scroll down the page until you see a Share Credentials button on the right side. Select on the button.
Step 3: You should see the following page stating "Share Credentials."
Step 4: Select on how you would like to share your credentials: Send to a company or Send to an email address. If you choose to send them to an individual email address, please proceed to Step 7.
Step 5: If you choose to send them to a company, select on the empty field under Company Name to select the company that you'd like to share your credentials with. If you would like to share your credentials with a company that you haven't added to your Snapdocs account, select the + Add new company option.
Step 6: Select on the empty field under Contact Person to select the person at the company who you'd like to share your credentials with. If you would like to share your credentials with someone who isn't currently listed, select the + Add a new contact option.
Step 7: If you decided to share your credentials to an email address input the email address you would like to receive your credentials in the open field.
Step 8: Select the desired credentials you would like to share and add a message.
Step 9: Select on the Preview button to see what the person who will receive your credentials will see.
Step 8: If everything looks good, select either the Share button on the top right or the Share Credentials button at the bottom to share your credentials with your contact.
Step 9: If you have successfully shared your credentials with your contact, you should see a confirmation message at the top of the page. You should also see a message that an email was sent to the company with a link to your credentials, which is valid for 7 days.
