Sharing and exports
How do I white-label a shared plan for a client?
Put your agency name on shared and printed plans from the site's Settings tab. The product name disappears; the evidence stays.
Freelancers and agencies hand plans to clients. On the site's Settings tab, under Sign shared plans as, enter your agency name and tick White-label. Save.
From then on, every share link and printed plan for that site opens with your name at the top and "Prepared by [your name]" at the foot. The product name is not shown anywhere on the page.
Everything else stays: the decisions, the three verdicts, the keywords, and the note that every claim is backed by a stored snapshot, page excerpt, metrics row or quote. The setting is per site, so you can white-label client sites and keep your own as they are.
Untick White-label to go back to the product branding. Existing share links pick up the change at once.
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