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How do I generate a Vendor Preview Link?

Updated over a year ago

Once you have created a vendor report, you have the option to send yourself a preview before you email this to your vendor.

To do this, choose the "send email" button at the bottom of the report.

Choose the "send sample" tab.

Your email address will automatically be populated, you can also add another email in the cc field.

Click on "send sample"

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