You can create a reusable link that you can use in your own email or messaging system, rather than email your client directly via CashDeck.
Note, anyone who has access to your link may create a new request. Please be mindful of who you share this link with. We recommend using the Regenerate link option to rotate your links periodically.
To enable the multi-use link, sign into CashDeck, go to the Statements page and click the Setup multi-use invitation link button shown below.
This opens the following screen, where you can enable your link and choose options.
Multi-Use Link Options
Days to sync
Choose the number of days worth of account data you want to retrieve.
User can restrict accounts shared?
Setting this option to Yes, allows your clients to choose which accounts they share with you. They can remove any accounts they need to before submitting the request.
If you set this option to No, your client will not be able to remove any accounts.
Institutions visible to client.
Not all banks are able to supply bank statements through our process. Changing this option in the drop-down menu will affect the total number of banks visible to your client when they search for a bank to log into. We recommend leaving ALL banks visible for your client.
Disabling or Regenerating your link
To provide added security, we have implemented the ability to Disable a link or Regenerate a new link. While it is very unlikely that the link will be mis-used (there's no reason why someone would want to send you their bank statements unsolicited), we recommend rotating your link periodically.
Note, regenerating a new link will disable any links you have sent out previously.
How client files are delivered.
Requests that are created via a multi-use link, can only be downloaded via CashDeck directly. There are are a few zip file options, including a custom file format that allows you some control over the file naming conventions used. Further details on zip file download here.
Custom Report Periods.
If you add a little code to the end of your multi-use link, you can override the number of days worth of data that is collected, effectively giving you a new link. Follow the steps below to modify your link.
1. Create a multi-use invitation link
2. Add the following code to the end of your link -days_xxx
You just need to change the xxx to the number of days you want to retrieve. The minimum is 30 and the maximum is 365 days.
So your new multi-use link will be something like:
https://yourcashdecklink/iv/tk/4oA2dKHkbE-days_365
Inject Client Details into the Portal.
Normally, when your client uses a multi-use link, their details are not automatically injected into our process, as shown below.
If you prefer to prefill your clients name, email and mobile phone number (optional), use the workbook below to modify your link.
Simply add your multi-use link, client name and email ID to the provided fields, and a modified link will be generated for you automatically. Copy that link and share it with your client. When they get to the personal details section their information will be filled automatically.
Please download a copy of the workbook below and feel free to test this out for yourself.