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How to create a Folder link to bypass authentication?

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Feb 07, 2024
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Accepted Answer
Feb 07, 2024
In this Loom instruction video Travis demonstrates, step-by-step, how to grant a pipeline prospect direct access to a specific data room folder, bypassing the default authentication process that typically requires logging in. He begins by navigating through the left-side files section, explaining the conventional folder permission settings that usually necessitate user detail entry for access. Following this, Travis shows how to modify an email template in the "LP emails" section, incorporating a direct link to the data room. The process includes selecting an appropriate email template, adding a "Docs here:" prompt within the email body before the link, and saving the changes. Although this link defaults to the standard authentication method, it enables direct folder access when sent to a prospect through the customized email template. Travis wraps up by showing how sending a test email to yourself, then using the link from this email, allows you to enter the data room directly without encountering the login screen. This method effectively streamlines access for key contacts, demonstrating its utility.

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