How do I share a check using Secure share on the CDD platform?

Thirdfort check results can be shared by entering the recipients email at check initiation or after completion

Getting started with Secure share 

• To share check results with people you are working with from another organisation you will first need to set up a secure share connection with the organisation you wish to share with. For colleagues within your organisation, this is not required. 
• Secure share is controlled in your organisations' settings. If you cannot see the option to share a check as per the methods below, check with your organisational admin that the Secure share toggle is set to "on" in the product access settings. 

Sharing check results when creating a check

1. Enter the check subjects details as normal
2. At the bottom of the check initiation page, select "share check"
3. Enter the check recipients name or email address in the search bar and select the correct recipient from the list. 
4. Submit the check
5. The recipient will receive an email notifying them they have received a check via Secure share and can access the check in their "Shared with me" tab on the Thirdfort platform. 

Sharing check results when a check has been completed

You can use Secure share to share a check's results with your colleagues. To share a check results internally

1. From "All checks" open the check you would like to share
2. At the bottom of the check details page, select "share check"
3. Enter the check recipients name or email address in the search bar, select the correct recipient and submit
4. The recipient will receive an email notifying them they have received a check via Secure share and can access the check in their "Shared with me" tab on the Thirdfort platform. 

This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller