What it is
A private link to send a general contractor, a client or an insurer. They need no login to open it.
The page shows your business name and, for each record you choose, its type, name, issuer, holder, expiration date and status. It never shows your notes or documents. Record numbers show only if you switch them on. The page is read fresh on every visit, so a renewal shows at once.
It's part of the Solo and Business plans. Only the workspace owner can turn it on, see the link or change it.
Turn it on
- Open Settings and go to Compliance page.
- Choose Turn on compliance page.
- Copy the link with the copy button. Preview opens the page as others see it.
The first time you turn it on, the records already in your ledger are ticked to show.
Choose what it shows
Choose Choose what's shown. Tick the records to show, switch Show record numbers on or off, then choose Save.
A record added later, by you or a teammate, stays off until you tick it.
Replace or turn off the link
- Replace link makes a new link. The old one stops working at once, for everyone you've sent it to. Send them the new one.
- Turn off stops the link working at once. Turning the page on again makes a new link and keeps the records you picked before.
If your plan changes
If the workspace moves to the free plan, or a payment fails, the link stops showing your records. Visitors read that the page isn't available right now. It works again once the plan is paid. See fix a failed payment and what each plan includes.
You can turn the link off on any plan.