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How to Share Scenarios

Share scenarios with other Quickli users outside of your Quickli Organisation

Jimmy Hyde avatar
Written by Jimmy Hyde
Updated over 4 months ago

To share a scenario with active Quickli users outside of your Quickli Organisation:

  1. Click the More button on top of your lender panel

  2. Click Share

  3. Enter the Quickli users email you are sharing the scenario with and click Share

  4. After you click share, the user you are sharing the scenario with will receive an email with a link to the scenario

  5. For the receiver, the scenario will be automatically saved to the Head Group (If you've renamed the Head Group it'll be saved to whatever the group is now called) and have the name of the sharer in the title

Things you need to know

  • Only the Owner of the Quickli Org can share scenarios.

  • Changes to the scenario made on one end won't reflect on the other. You'll need to share the scenario back to the original sharer.

  • Whenever you share a scenario it becomes a brand new scenario. It doesn't override existing Quickli scenarios of the same name.

  • You cannot send scenarios to your clients this way. If you wish to send scenarios to your clients, use the the Print to PDF button.

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