Once your case is ready to share, there are a couple of options available to you:
- PowerPoint (PPTX)
- Word (DOCX)
- Sharing with a ValueHub Build user (invite to edit)
To access these you will need to click on Share which appears in the top right corner of Engage:
For the PDF, PPTX and DOCX downloads, a small icon will appear in the bottom right corner showing you the download progress:
To share with a Build user, select Invite to edit, the below window will appear with instructions to follow:
- Add the Build user's email address(s):
- Include an optional message:
Press Send and the user(s) will be able to open your Engage session in their Build version of ValueHub.
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