How can I share my draft record? (video)
23 Nov 2021
The Clearing-House allows you to share your draft records with other users.
During the submission process, as soon as you click on the Save Draft button, two buttons appear on the top right corner of the online form: Share and PDF.
These buttons are visible when you open any draft record.
OR
“Share” button:
Once you click on the Share button, a pop-up box will open, and you will be presented with two options: “Send by URL” and “Send by email”.
Perform ONE of the following:
Important Note: Recipients do not have to have a registered Clearing-House account to access the link and will be able to open the link without logging into the Clearing House.
Important Note: Recipients must have a registered Clearing-House account with the email address(es) that you have entered, and must log into the Clearing-House in order to view the draft record.
Additional Information:
In both case, the record you share will be viewable in ‘read’ ('viewer') mode only. The link will be active for 10 days only and any updates made will be visible to the recipients until the link expires.
Please also watch the helpful video below, created in-house by the Secretariat.
(The video was recorded in the BCH. However, the ABS Clearing-House (ABSCH) functions exactly the same way!)