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:

πŸŽ₯ Watch this video to learn moreπŸ‘‡

1️⃣ Part 1: Here is how you can customize the document title and notes

πŸ‘‰πŸΌ1. 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. πŸ‘‰πŸΌ From the drop-down select 'Share.'

πŸ‘‰πŸΌ3. And enable sharing pop up will open. Click on 'Turn on Sharing'.

πŸ‘‰πŸΌ4. Go the Share Trackable Link section of the sharing popup. Click 'Create Link.'

πŸ‘‰πŸΌ5. 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.

2️⃣ Part 2: How to update the title and description of a trackable link you've already created

πŸ‘‰πŸΌ1. Click on Trackable link on the main side bar of the platform.

πŸ‘‰πŸΌ2. Click on the trackable link you would like to manage the password settings on.

πŸ‘‰πŸΌ3. A slider will come in. Click on the 'settings' tab.

πŸ‘‰πŸΌ4. Here you can update the title and notes for the trackable link you created.

πŸŽ™ 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 

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