Hi
I’m a consultant who made a document in my paid version of Coda.io to demonstrate the value of Coda to a client. The cllient now wants to use the doc and get their own instance of Coda.io.
How can I transfer the document from my consulting companies instance of Coda, to my clients instance of Coda?
Thank you
welcome!
share a duplicate with the client (they can duplicate to their workspace).
good luck, cheers, Christiaan
Thanks @Christiaan_Huizer yet I’m not sure exactly how that works
Doc is created (With multiple pages, sub pages and tables) in my org with “abcdeft.com domain”
Do I Copy the Doc.?
Then Share the Copied Doc with my client with their email with “tuvwxyz.com” domain
Then they make a copy and save to their own workspace.
Thanks
@Richard_Hall, welcome to the forum.
use the share menu option to create a link (a url) to your document that you can send your client (by email or a messenger app).
they can then click on that link and it opens your document.
then they can chose the “copy document” option from the lefthand menu and that will generate a copy of the whole document in THEIR workspace.
to make it easier for the client, i place a big red button on the first page they see that says “COPY THIS DOCUMENT” and its action is Copy Document.
this is a quick and easy way to send docs to clients.
respect
max
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