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How to share the online version (Study Hub) with clients

Follow these steps to share and invite your clients to the digital study. Clients can view the core data and download the PDF report.

1. Go to the Digital Study View for the Study

Go to the Digital Study View for the Study

2. Click on Share icon in the Study action buttons

Click on Share icon in the Study action buttons

3. Fill in the Full Name for the Recipient of the Study

Fill in the Full Name for the Recipient of the Study

4. Fill in the Email for the Recipient of the Study

Fill in the Email for the Recipient of the Study

5. Fill in the Phone Number for the Recipient of the Study (optional)

Fill in the Phone Number for the Recipient of the Study (optional)

6. Click on the Add Reviewer icon

Click on the Add Reviewer icon

7. Repeat steps 3-7 to add more Recipients

8. Select the Recipients to send an email

Select the Recipients to send an email

9. Complete the Subject of the Email

Complete the Subject of the Email

10. Complete the Message / Body of the Email

Complete the Message / Body of the Email

11. Click the Preview button to preview the email before sending it (optional)

Click the Preview button to preview the email before sending it (optional)

12. Click the Send Email button

After clicking Send Email, a success message will pop up confirming the email was sent.

Click the Send Email button

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