When you create a trackable link, Bit.ai gives you the option of creating a custom document title for your audience and add notes to help you search the trackable links you create.
You can customize the document title and notes of a trackable link you create & you can update the document title and notes of a trackable you have already created.Β
Follow these directions to learn how:
π₯ Watch this video to learn moreπ
1οΈβ£ Part 1: Here is how you can customize the document title and notes
ππΌ1. Β Open up the document you want to share and click on the More button on the far right side of the top bar.
2. ππΌ From the drop-down select 'Share.'
ππΌ3. And enable sharing pop up will open. Click on 'Turn on Sharing'.
ππΌ4. Go the Share Trackable Link section of the sharing popup. Click 'Create Link.'
ππΌ5. A popup will open that will allow you to set up your trackable link. Here you can customize the title and notes for each link you create.
2οΈβ£ Part 2: How to update the title and description of a trackable link you've already created
ππΌ1. Click on Trackable link on the main side bar of the platform.
ππΌ2. Click on the trackable link you would like to manage the password settings on.
ππΌ3. A slider will come in. Click on the 'settings' tab.
ππΌ4. Here you can update the title and notes for the trackable link you created.
π If you have any questions or suggestions, please message us on our in-app chat (click on the [?] on the top bar and select chat with us) or email us at hello@bit.ai.Β