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Once a Page is ready, you publish it, choose who can open it, and send the link yourself. Continuum gives you the link and an email draft to send from your own address. It does not send the Page to your client. The only email your client gets from Continuum is the verification code.
Generating an email draft for a published Page and copying it into an email

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Publish your Page

A new Page is a Draft, and its link does not work until you publish.
1

Preview it

Click Preview to check the layout, branding, documents, and links, including how the Page reads on a phone. Preview shows the Page but not the client’s email verification.
2

Publish it

Click Publish. The link goes live for the clients who have access, and a window titled Your Page is ready to share opens. You can add clients there, then copy the link or generate an email draft. Publishing does not send anything.
After you publish, the Publish button becomes Share. Click it any time to reopen the sharing window. To test the real client link after using Preview, open it in a different browser or a private window, so your preview session does not mix with the client’s sign-in.
A Page in the editor with the Preview, Access, and Publish buttons in the header

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Choose who can open it

Click Access in the Page header. It has two tabs: Client link for who can open the Page, and Team access for who at your firm can see and edit it in Continuum. Under General access, choose one: Add or remove clients under Client link. Removing a client ends their access to a Page set to Only invited clients. On a Page set to Anyone with the link, anyone who has the link can still open it. Switch back to Only invited clients to stop that.
Anyone with the link means anyone on the internet who has the link can read the Page, download its attached documents, and use its assistant. Before you choose it, check that the Page holds nothing you would not share publicly.

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Team access

Choose Private to you, Everyone at your organization, or Only people with access. For specific people, search your team members and give each one Can view or Can edit. Only the Page’s owner can change team access. Others see the tab read-only. Team access has no effect on which clients can open the link. Click Share on a published Page, then choose one:
  • Copy link to Page, and paste it into your email or wherever you talk to the client.
  • Generate email draft, which opens Send your Page by email. Edit the draft, click Copy message, and paste it into Outlook, Gmail, or the email app you use.
The draft follows the rules you set under Settings > Personalization > Email writing guidelines.
The sharing window with a suggested email draft to the client

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Keep a record in your CRM

Continuum does not log Pages to your CRM. To keep a record, copy the Page link and paste it into the client’s CRM profile, the way you log any other client communication.

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Send a PDF instead

Some clients would rather receive a PDF than open a link.
1

Make the Page print-friendly

In the AI chat, ask Continuum to “make this Page PDF-friendly” so it breaks cleanly across pages. If your Brand uses a dark background, also ask for a light background so it reads well in print.
2

Download it

In the desktop app, click the three-dot menu in the Page header, or in the Page’s details on the Pages list, and choose Download as PDF.
3

Send it securely

Attach the PDF to a secure or encrypted email. A PDF is outside Continuum, so it has none of the Page’s email verification. Treat it like any other document with client information.

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Edit a Page after you publish

Edit a live Page the same way as a draft, with the AI chat or Edit text. Your client keeps seeing the published version, and the editor shows You have unpublished changes. Click Update page to make your edits live. The link stays the same.

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Limitations

  • Continuum does not send the Page or your email draft. You send them from your own email app.
  • Pages are not logged to your CRM.
  • On a Page set to Only invited clients, Generate email draft is unavailable until you add a client, and nobody can open the Page until you do.
  • Team members on an Assistant seat can view Pages but not edit them.
  • Download as PDF is in the desktop app only, and is not on every Page. If it is missing from the menu, that Page can’t be exported.