{"id":1699,"date":"2024-03-24T22:56:50","date_gmt":"2024-03-24T22:56:50","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/step-5-publish-send\/"},"modified":"2024-09-23T23:36:19","modified_gmt":"2024-09-23T23:36:19","slug":"step-5-publish-send","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/step-5-publish-send\/","title":{"rendered":"Step 5: Publish &amp; Send"},"content":{"rendered":"\n<p>The last step is to finalize your request. To do that, you need to set up a few details in <strong>Publish Settings<\/strong>.&nbsp;<\/p>\n\n\n\n<p>First, select a client to send your request to from a drop down menu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_MxorfmzA6g.png\" alt=\"\" class=\"wp-image-1653\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: You can pull client lists from third-party apps so you don\u2019t need to re-create them in Content Snare. Learn more about <a href=\"https:\/\/contentsnare.com\/integrations\/\">Content Snare integrations<\/a>.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>If you\u2019re sending the request to a new client, click <strong>Create new client<\/strong> in the drop-down. Once done, you\u2019ll see a new client pop-up inviting you to fill in client-related information. Your client\u2019s name and email are mandatory fields, but you can also include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Image<\/li>\n\n\n\n<li>Company name<\/li>\n\n\n\n<li>Phone number: This is required if you want to use SMS reminders. If SMS reminders are enabled and you don&#8217;t provide a phone number, your client won\u2019t get them.<\/li>\n<\/ul>\n\n\n\n<p>You can also change dates, languages, and time zones (used for reminders) by clicking <strong>Additional settings<\/strong> at the bottom of the pop-up window.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_vPXC6SNZIh.png\" alt=\"\" class=\"wp-image-1654\"\/><\/figure>\n\n\n\n<p>When you fill in the client info, click <strong>Save<\/strong> to add them to the list of your clients in Content Snare.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sending a request to multiple clients<\/h3>\n\n\n\n<p>You can send the same request to more than one client. After selecting the first client, click <strong>Add another client<\/strong> and select an extra client from your list.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: Bear in mind that adding multiple clients to a request won\u2019t create a separate request for each client. Instead, it allows them to work collaboratively on the same request. Every client who is added to a single request will be able to see the answers added by others.&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Additional settings<\/h2>\n\n\n\n<p>You can customize the request with additional settings. Firstly, you can enable client comments to allow your client to ask questions about each field.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_TmmENLZjKp.png\" alt=\"\" class=\"wp-image-1655\"\/><\/figure>\n\n\n\n<p>Secondly, you can <strong>Allow share via link without requiring login<\/strong>. This allows your clients to access the request via the link even if they don\u2019t have a Content Snare account. But if you disable this option, your client will have to register before accessing the request.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/security-settings\/\">Read this article<\/a> to learn about access and security settings.&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Thirdly, you can <strong>Protect share with a pin code<\/strong>. In this case, your client will be asked to set their own pin code when they first access the request. They\u2019ll need to re-enter the code every time they access your request.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Due date and a reminder schedule<\/h2>\n\n\n\n<p>You must also set a due date before sending requests. The system will automatically assign one, but you can change it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_i7E0daAZ2b.png\" alt=\"\" class=\"wp-image-1656\"\/><\/figure>\n\n\n\n<p>When publishing a request, choose the <strong>reminder schedule<\/strong> you\u2019d like to use from the drop-down menu. A reminder schedule is a set of rules that tells Content Snare when and under what circumstances to send emails or SMS to your clients. This is how we remind your clients of deadlines and let them know that they need to provide answers.<\/p>\n\n\n\n<p>There is a default reminder schedule when you first sign up to Content Snare, but you can also <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/schedules\/\">create your own<\/a>. Once done, choose the preferred option via <strong>Select a communications schedule<\/strong>.<\/p>\n\n\n\n<p>Alternatively, you can select <strong>No automatic reminders<\/strong> if you don\u2019t want to send any reminder emails to the client. In this case, your client will only receive notifications like the initial email and rejected field emails.<\/p>\n\n\n\n<p>The last option is <strong>Don&#8217;t send any messages to my client<\/strong>. This disables ALL emails and SMS notifications. In this case, you\u2019ll be responsible for all communications (including sending the link to the request).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_eJ1ejvQGzj.png\" alt=\"\" class=\"wp-image-1657\"\/><\/figure>\n\n\n\n<p>When you choose a reminder schedule, you can also click <strong>Show client communications<\/strong> to see the list of messages that the system will send to your client:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_AqFYkZ5oUV.png\" alt=\"\" class=\"wp-image-1658\"\/><\/figure>\n\n\n\n<p>Clicking each message will show a preview, but you cannot edit them here. Click <strong>Hide schedule<\/strong> at the bottom to hide the client communications list.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: You can view all scheduled emails on your entire account with the <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/calendar-view\/\">calendar view<\/a>.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Next steps:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/approving-rejecting\/\" data-type=\"ht_kb\" data-id=\"1602\">Approving &amp; Rejecting<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The last step is to finalize your request. To do that, you need to set up a few details in Publish Settings.&nbsp; First, select a client to send your request to from a drop down menu. Note: You can pull client lists from third-party apps so you don\u2019t need to&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1038],"ht-kb-tag":[],"class_list":["post-1699","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-requests"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1699","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=1699"}],"version-history":[{"count":3,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1699\/revisions"}],"predecessor-version":[{"id":2730,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1699\/revisions\/2730"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=1699"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=1699"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=1699"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}