TLDR: Secure Share lets you share check results with external industry partners who also use Thirdfort and your colleagues. For colleagues, no set up is required. For other organisations you'll need to set up a connection prior to sharing checks. You should not share completed checks with your clients.
Sharing check results using secure share
Secure Share is designed for you to share reports with industry partners and professionals who need to verify your client as part of their transaction. You can also share checks internally with your colleagues across teams.
Sharing check results with individuals from other organisations
You can share check results with people you are working with from other organisations who also use Thirdfort. To enable this functionality with the other organisation you'll need to Set up a secure share connection and share each check as required.
Sharing check results with your colleagues
You can use Secure share to share a check's results with your colleagues. You can also share check notifications using our groups functionality.
Sharing check results with your clients
Secure share should not be used to share a completed Thirdfort check with your clients.
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