Publish a read-only client view as a shareable link or send it by email.
The client will create their own 6-digit PIN the first time they open the secure link. The advisor never sees or stores that PIN.
Leave blank to auto-generate when PIN protection is enabled.
No final email has been sent yet.
Need to recover, extend, revoke, or email a published link later? Use Published Links.
This packet stays in this browser until you manually paste it into your authenticated Codex conversation.
Paste the public or unlisted YouTube link for this call summary. It will become its own module on the client page.