Create a link
1
Describe it
Label (optional): who you are sending it to, so you can tell links apart later.
2
Choose the scope
Scope: Every active vendor, or one project.
3
Choose when it expires
Expires after: 7, 30 or 90 days.
4
Create and copy
Choose Create link, then Copy link. Copy it now: it is not stored and cannot be shown again.
What the recipient sees
- Your company’s name, the report’s label and project, when it was generated, and when the link expires.
- Counts of vendors by status.
- Each vendor, riskiest first: name, trade, status, earliest expiry, insurer, the coverages in force with each-occurrence limit and expiry, and the reason behind any verdict other than compliant. Up to 500 vendors are listed; counts cover all of them.
- The same statement of scope as the CSV export: this is not a coverage opinion.
Manage links
Each link is listed with its label, scope, status (“Live until date”, Expired or Revoked) and how many times it has been loaded. Link previews in email and chat programs load the page too, so treat the count as an upper bound on people. To withdraw a link, choose Revoke, then Revoke link. Anyone who opens it afterwards sees “This report is no longer available.” Revoking cannot be undone; if someone still needs the report, create a new link.When a link stops working
- It reaches its expiry date.
- You revoke it.
- The project it is scoped to is deleted.
- The account is canceled.