> 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/sharing-a-presentation.md).

# Sharing a Presentation

Share a presentation with a client household from the Shared with clients card.

## Share something new

1. Open the **Shared with clients** card. At most firms it's on the Home page. Click **Share something new**.
2. Add the page: **drop an .html file** onto the box, click **Choose file**, or paste the HTML. Pages can be up to 2 MB. Word and PDF files can't be shared this way; use [Secure Files](/households/secure-files/sending-files.md) for those.
3. Check the **Title the client sees**.
4. **Call it a**: presentation, report or document. Choose **Something else…** to type your own word, such as *retirement plan* (up to 30 letters). The client sees it on the button, for example *Open retirement plan*.
5. **Expires**: in 7, 30 or 90 days, in 1 year, or never. Choose **On a date…** to pick an exact date.
6. Under **Client**, start typing the household's name and pick it. Everyone in the household with an email address is added under **Who it's for**.
7. Under **How they prove it's them**, choose the sign-in check. Your firm's default is already selected. See [Sign-in Checks](/households/secure-presentations/sign-in-checks.md).
8. Leave **Email each person their own link now** ticked to email them straight away. The line underneath says which email they'll get: your firm's template and the address it comes from, or the standard email. **Preview** shows your firm's email filled in for a sample client.
9. Optional: type a **Note to include**. It appears in the email where your firm's template has a spot for a message.
10. Click **Review and share**. A summary says who it's going to and how they'll sign in. Click **Share and send invites** (or **Share** if you're not emailing).

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-9aa717cc421ceed6603618894a2121f66ddc619c%2Fpresentations-share-dob.png?alt=media" alt="Sharing a presentation with a household, using date of birth"><figcaption><p>All names shown are examples.</p></figcaption></figure>

The card confirms what happened for each person, for example *3 sent from your firm's mailbox*. If your firm's mailbox didn't take an email, that person gets the standard email instead and the message says so.

## Adding other people

To add someone who isn't in the household, such as an adult child or the client's accountant, use the **Add someone** box under the people. Type part of their name or email: it searches everyone in the CRM and shows each person's email and household. Click a person to add them.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-793a229f1b0fdd16c814bc479e69676c90fc9c6a%2Fpresentations-person-search.png?alt=media" alt="Searching the CRM for someone to add" width="480"><figcaption><p>All names shown are examples.</p></figcaption></figure>

Someone who isn't in the CRM at all can still be added: type their full email address and pick **Not in the CRM**. They can't use the date-of-birth check, because there's no date to check against; choose a passcode or SMS code for that share instead.

To take someone off before sharing, click the **✕** next to them.

## When you choose date of birth

Each person's date of birth from the CRM is shown under their name, with the 8 digits they'll type. **Check each date before you share.** A wrong date in the CRM means the client can't get in.

* To fix a date, click **Change**, pick the right date and click **Save to CRM**. It updates their record too.
* Someone with **No date of birth in the CRM** needs one before you can share with this check. Click **Add it**, or choose a different check. Until then the button reads *Fix 1 person to share*.

## When you choose a passcode

Type a passcode for everyone on this share (at least 6 characters), or click **Suggest one**. **It's never put in the email**, so tell the client yourself, by phone or text. You can't see it again after sharing, only set a new one.

## When you choose an SMS code

The code goes to the mobile in the CRM. Type a mobile for anyone who doesn't have one on file.

## Sharing without emailing

Untick **Email each person their own link now** to share without sending anything. You can send each person their invite later with **Resend**, or copy the link from the card. See [Managing What You've Shared](/households/secure-presentations/managing-shares.md).