> 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/managing-shares.md).

# Managing What You've Shared

See who opened a presentation, add or remove people, resend, change the sign-in check or expiry, and withdraw it.

## The list

The **Shared with clients** card lists your firm's presentations, newest first.

* **Mine** (the default) shows what you shared; **Everyone** shows the whole firm's and adds a **Shared by** column.
* The tabs show **All**, **Not opened yet**, **Opened**, **Expiring this week** and **Withdrawn**, each with a count. Withdrawn presentations only appear under **Withdrawn**.
* Each row shows the client, who it's shared with, how many of them have opened it, when it was last opened, the date it was shared and the sign-in check. The icons on the right preview it and copy its link.
* Use the search box to find a title, client or person.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-99165eb4f28be62e7e5f8e32b7976c4d2607fd9f%2Fpresentations-hq-list.png?alt=media" alt="The Shared with clients card"><figcaption><p>All names shown are examples.</p></figcaption></figure>

The list updates by itself: when a client signs in or opens a presentation, it shows within a few seconds. If something looks out of date, click the **refresh** button next to the search box.

Each presentation is also kept on the household as a **Content Share** record, so you can report on what's been shared and opened.

## A presentation's details

Click a presentation to open its details beside the list.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-460ec3a1bd292d566c89cfc22b8bdfd95a88040d%2Fpresentations-hq-detail.png?alt=media" alt="A presentation&#x27;s details: who can open it, expiry and activity"><figcaption><p>All names shown are examples.</p></figcaption></figure>

### See it as the client does

Click **Preview** to open the presentation yourself without signing in. Your preview isn't counted as a view.

### Who can open it

Everyone on the presentation is listed, with whether and when they opened it.

* **Add someone:** click **+ Add someone**, search the CRM by name or email and pick the person (their mobile is filled in from the CRM for an SMS code), tick **Email them an invite** to send it now, and click **Add**. Someone not in the CRM can be added by typing their full email. If the presentation uses date of birth, theirs comes from the CRM.
* **Resend:** sends that person a fresh invite. Use it when an invite has expired or gone to junk mail.
* **Remove:** stops that person opening it. To stop everyone, use **Withdraw**.

### Change the sign-in check

Choose a different check from the **Access** list. Choosing date of birth asks you to confirm, because the dates come from the CRM. A passcode you choose can only be set when you share; to switch an existing presentation to a passcode, share it again.

### Change the expiry

Next to **Expires**, click **Change**, pick a date and click **Save**. Leave the date empty for no expiry.

### Copy the link

**Copy link** copies the presentation's address. People still have to sign in, so it's safe to paste into an email or text you send yourself.

### Withdraw and share again

**Withdraw** stops everyone opening it, including from invites they haven't used yet. Anyone already signed in loses access on their next visit. It moves to the **Withdrawn** tab, and **Share again** restores it.

### Activity

**Activity** shows what happened, newest first: invites sent, sign-ins, dates of birth or codes entered, first opens, previews, changes, and wrong-try lockouts.