> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/secure-presentations.md).

# Secure Presentations

Share a presentation, report or other web page with clients as a private link. Clients sign in with their email and, if your firm chooses, their date of birth, a passcode or a code by text.

**Secure Presentations** lets you share a page made for a client, such as a retirement income plan, portfolio allocation or meeting summary, as a private link instead of an attachment. Only the people you choose can open it, and you can see who has.

You'll find it on the **Shared with clients** card, usually on your Home page.

{% hint style="info" %}
**Presentations or Secure Files?** Use Secure Presentations for a page the client reads in their browser, often one a Rubica agent built for you. Use [Secure Files](/households/secure-files.md) to send documents to download (PDF, Word, Excel) or to ask for documents back.
{% endhint %}

## How it fits together

1. **You share.** Drop in the page, choose the household, and the household members are added for you. Pick how they prove it's them.
2. **They get an email.** It comes from your firm's own mailbox using your firm's template, or as the standard email with your firm's logo and colours. Each person gets their own link.
3. **They prove it's them.** The link in their email signs them in. Your firm can also ask for their date of birth, a passcode you give them, or a 6-digit code by text.
4. **They read it.** On a phone or a computer. They aren't asked again on that device for 7 days.
5. **You can see what happened.** The card shows who opened it and when, as it happens, and you can add or remove people, resend, change the expiry or withdraw it at any time. Each presentation is also a record on the household, for reports.

Rubica agents can share a presentation they've made too, with the same email and sign-in check.

## In this section

* [Sharing a Presentation](/households/secure-presentations/sharing-a-presentation.md): for advisers and support staff.
* [Sign-in Checks](/households/secure-presentations/sign-in-checks.md): the ways a client can prove it's them, and which to choose.
* [Managing What You've Shared](/households/secure-presentations/managing-shares.md): who opened it, adding people, resending, expiry and withdrawing.
* [What Your Client Sees](/households/secure-presentations/what-your-client-sees.md): the email and sign-in, step by step.
* [Setting Up Secure Presentations](/households/secure-presentations/setting-up.md): for admins. Permissions, your firm's email template and the default sign-in check.
* [Sharing from an Agent or Integration](/households/secure-presentations/agents-and-api.md): for admins and integrators.
* [Security and Data Handling](/households/secure-presentations/security-and-data.md): what is stored, and what isn't.