Guides / Videos
Send the walkthrough link
One link plays this job's videos in order with your approved summaries under them, then the library videos that match. It stays open for ninety days.
What you need first
- At least one video on the project, added through Add video
- An approved summary, if you want one printed under the video
The walkthrough link is how the client watches the drawings without a meeting. By the end of this page you will have copied it, seen the page they open, and know what is and is not on it.
Find the Client link card on the Videos tab
It appears once the job has a video added through the product, because adding one is what mints the link. There is no separate button and nothing to generate.
- 1Copy, which puts the link on your clipboard
- 2The day it closes, ninety days out
The link field beside Copy is blank in this picture on purpose: a live link is a credential and does not belong on a public page.
Click Copy and send it yourself
Paste it into an email or a text with the summary you copied from the card. The link is good for ninety days, which is long enough to cover a build, and it carries no password because clients are not users here.
Look at the page they open
Your shop's name, their first name, and a line saying these videos are about their project, to watch first and then say what they would like changed. Nothing is final yet, and the page says so.
- 1The client's own greeting, on your letterhead
- 2The invitation to reply before anything is final
- 3The video's own title, straight off Loom
Nothing plays until they tap it, and the poster is the product's own rather than a still, because the demo recording behind this picture belongs to somebody else.
Scroll to the summary and the related videos
Each of the job's videos prints its approved summary underneath. Then, under Related videos, the library clips that match this job's finish and design appear, described as short videos that match the project.
- 1The summary you approved, in your words
- 2Related videos, matched by tags
- 3A library clip, recorded once and reused
Know what this page is not
It is a pre-sale and design page. There is no build progress on it, no photo feed and no week-three update, because that is your photo portal's job and Casework does not duplicate it. Nothing moves between the two.
What happens next
The related videos on that page came from the shared library. The last guide in this section is how a clip gets in there and which projects it attaches to.