Parallel

How to send a parallel to multiple recipients

In this article we explain how to share links to templates can and how to activate them.

What are public links, and how do they work?

We teach you how you can share a parallel through a link and how your contacts will see it.

Share a parallel by link

If you want to automatically pre-fill a parallel with information that you already have in another parallel, use this feature!

Import replies from one parallel to another to prefill it

The lifecycle (states) of a parallel

Recover deleted parallels from the bin

Derek

Martina

Send and complete parallels

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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