> ## Documentation Index
> Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What your client sees

> How your client opens a Page, what is on it, what the embedded assistant can and cannot answer, and how they find every Page you have shared.

Your client opens a Page from the link you send. They do not need a Continuum account. This article walks through what they see, so you know what you are putting in front of them.

## Verifying their email

On a Page set to **Only invited clients**, your client sees **A page was shared with you**, enters their email address, and clicks **Send verification code**. They enter the six-digit code from their email and click **Verify**. The code expires after 10 minutes, and **Resend** sends a new one. Forwarding the link does not help anyone else in, because only the email addresses you added can verify. A Page set to **Anyone with the link** skips this step.

The verification screen uses your firm's Brand.

<Frame>
  <img src="https://mintcdn.com/continuum-51ca1d91/nqlcPabPb8pXzbto/images/pages-verified-img2.png?fit=max&auto=format&n=nqlcPabPb8pXzbto&q=85&s=ab264d92c871b3709388be09ee048d30" alt="The two verification screens: entering an email address, then entering the six-digit code" width="2656" height="1536" data-path="images/pages-verified-img2.png" />
</Frame>

To see this the way your client will, send a Page to yourself and open the link on your phone.

## What is on the Page

Depending on what you built, the Page can have:

* your firm's Brand
* a personal message from you
* a meeting summary or an explanation written for the client
* interactive charts, tables, or scenarios
* next steps or checklists
* documents to download
* a button to book a meeting
* a compliance footer
* the embedded assistant

The Page works on a computer, a tablet, or a phone.

## The embedded assistant

Every Page has an assistant your client can chat with, so they can understand what you sent without emailing you each small question. For example:

* "What are my next steps?"
* "What rate of return was assumed?"
* "Which document do I need to sign?"
* "What did we decide about RESP contributions?"
* "Can you summarize the conservative scenario?"

Their questions show up for you in **Topics & Insights**. See [Track engagement](/pages/track-engagement#topics-and-insights).

### What it answers from

* the content of the Page
* the documents attached to the Page
* general definitions an advisor would give, such as the difference between a LIRA and a RRIF

### What it will not do

* **Look anything up online.** It is not connected to the internet.
* **See other data.** It has no access to your CRM, your other clients, or anything not on the Page.
* **Give investment advice.** Asked "Which fund should I buy?" or "Where should I put this inheritance?", it declines and points your client back to you.

You decide what the assistant can say by deciding what goes on the Page. If it declines a question you want it to answer, add that information to the Page.

## The compliance footer

If your organization has compliance turned on, every Page ends with a footer holding your firm's compliance information and disclosure text. It is managed separately from the Page content. See [Compliance controls](/pages/pages-compliance).

## Coming back later

Your client can return to the same link. In the same browser, they usually get straight back in. They are asked for a new code after about a day, or on a different device, browser, or private window.

## The **All pages** list

From any Page, your client can open a list of every Page your firm has shared with them, without finding the old email or entering a new code.

<Frame>
  <img src="https://mintcdn.com/continuum-51ca1d91/cSVetF0AOP7mnhIW/images/all-pages.gif?s=7a6364e3ef63e1dcc612e1d6918998a6" alt="A client clicks All pages, sees the list of shared Pages, and opens another one" style={{ borderRadius: '0.5rem' }} width="1316" height="720" data-path="images/all-pages.gif" />
</Frame>

<Steps>
  <Step title="Open any shared Page">
    Your client opens a Page link and verifies their email as usual.
  </Step>

  <Step title="Click All pages">
    **All pages** is at the top left of the Page. It opens a panel called **Your pages**.
  </Step>

  <Step title="Choose a Page">
    Pages are listed newest first, with the date each was shared. The chosen Page opens straight away, with no new code.
  </Step>
</Steps>

The list shows:

* every published Page anyone at your firm shared with your client's email address
* who shared each Page, when more than one advisor at your firm shared with them

Drafts never appear. Removing a client from a Page under **Access** takes it off their list. On a phone, **All pages** opens the list full screen.

## Limitations

* **All pages** does not appear on Pages set to **Anyone with the link**, because those open without a code.
* **All pages** does not appear in **Preview**. To see it, share two Pages with yourself and open the real link.
* The assistant answers only from the Page and its attachments, and never gives investment advice.
