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If the message was lost, send the same link again, and if the link ended or must be replaced, choose Get a new link on your client's row and send the new one.

If your client only lost the message, you do not need a new link. The link does not change until you issue one. Send it again with Copy link, the WhatsApp icon or the email icon, as in sending the upload link. Those buttons work only while the link has not ended.

If the link has ended, or you want the old one to stop working, issue a new one.

  1. 1 Open the request and find your client's row. For a link that has ended, the row offers Get a new link. For a link that is still open, use the icon labelled Issue a new link.
  2. 2 A form opens for that person. Under The link stays open for, choose 7, 14 or 30 days.
  3. 3 Choose Get a new link.
  4. 4 Send the new link. The row is back under Not sent, so send it yourself or have us email it.

What a new link does:

  • ✓The old link stops working at once. Anyone who opens it sees that it has been replaced by a newer one.
  • ✓Everything your client already uploaded stays.
  • ✓The new link lasts the number of days you chose, counted from the day you issue it.
  • ✓If your client already agreed, they are not asked to agree again.
  • ✓If the new link also ends with items outstanding, we announce that expiry too.
  • ✗It does not email your client. You send the new link.
  • ✗Reminders are off until you send again, and the 3 emails we may send that person for this request are not reset.

You cannot issue a new link once the person has finished or the request is closed. You also need the Create and send requests switch on your role.