> 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/what-your-client-sees.md).

# What Your Client Sees

The client's experience from email to presentation, step by step.

## 1. The email

Each person gets their own email. Depending on your firm's setup it's either:

* your **firm's own template**, sent from your firm's Microsoft 365 mailbox (for example info@ or the adviser's own address); or
* the **standard email**, with your firm's logo and colours, from *Your Firm via Rubica*.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-44aa16bfd09d30b0920891d444595f27f6b08155%2Fpresentations-client-email.png?alt=media" alt="The standard invite email" width="560"><figcaption><p>The standard email. All names shown are examples.</p></figcaption></figure>

The button opens the presentation. The link is for that person only. It works once and lasts 7 days; after that, opening it again gets them a fresh one by email.

## 2. The extra check, if your firm uses one

**Date of birth.** They type the day, month and year.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-b309923d18896347dc05bf5472f9ccf1c3c40c57%2Fpresentations-client-dob.png?alt=media" alt="Confirm your date of birth page" width="420"><figcaption><p>All names shown are examples.</p></figcaption></figure>

**Passcode.** They type the passcode you gave them.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-290597ea06794bbbcafa7154b4f5818e51af21e2%2Fpresentations-client-passcode.png?alt=media" alt="Enter your passcode page" width="420"><figcaption><p>All names shown are examples.</p></figcaption></figure>

**SMS code.** They tap to get a code, then type the 6 digits from the text.

## 3. The presentation

It opens on your firm's own web address, with your branding. They aren't asked to sign in again on that device for 7 days.

## If something goes wrong

| They see                        | Why                                                                       | What to do                                                                     |
| ------------------------------- | ------------------------------------------------------------------------- | ------------------------------------------------------------------------------ |
| *That date doesn't match*       | The date they typed isn't the one in the CRM.                             | Check their date of birth on the household. Fix it and the next try will work. |
| *Too many attempts*             | 5 wrong tries. They're paused for an hour.                                | Check the date or passcode with them, then they can try again after the hour.  |
| *This isn't ready for you yet*  | The share asks for a date of birth or passcode, but none is set for them. | Add their date of birth, or set a passcode.                                    |
| An expired or withdrawn message | The share has expired or been withdrawn.                                  | Change the expiry, or **Share again**.                                         |

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-d4c7173a5b7c43f572f7e9878715c5c25cf77185%2Fpresentations-client-locked.png?alt=media" alt="Too many attempts" width="420"><figcaption><p>After 5 wrong tries.</p></figcaption></figure>