---
title: "Co-Browsing Overview"
slug: "co-browsing-overview"
updated: 2024-03-19T09:11:29Z
published: 2024-03-19T09:11:29Z
canonical: "kb.easysend.io/co-browsing-overview"
---

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

# Co-Browsing Overview

## Article Overview

The following article describes EasySend's Co-browsing feature. It describes how to enable it and how to use it.

## What is Co-browsing?

(See **Figure 1**)

Co-browsing enables digital process end-users to share the link of a digital process via email and invite other users such as agents or reps to provide real-time online support to quickly bring any processes to a close. With Co-browsing, agents or reps can guide end-users through any digital process whether they are connected through mobile, tablet, or desktop. Data input by the end-users immediately appears on the agent or rep screen and vice versa. When changing a page, the page simultaneously changes for all.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1691478677259.png)

**Figure 1: Co-browsing**

## How Co-browsing works

The following sections describe how the Co-browsing feature works.

### Usage Examples

There are a lot of usage examples for the Co-browsing feature, the following two examples are very common:

- A customer is filling out information using a digital process and they require assistance. The agent can use the Co-browsing link, track what the customer is doing, and provide online guidance and assistance.
- A customer needs to upload a document that they do not have. They can send an invite to another end-user to upload the relevant file and continue with the process.

### Enabling the Feature

(See **Figure 2**)

A Main Page component contains a built-in Co-browsing checkbox in its Properties section. Using the checkbox you can decide whether to enable or disable the feature. For example:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1691479511086.png)

**Figure 2: Main Page Properties Section**

NOTEThe following Co-browsing information in the Main Page Properties section may differ according to the Theme used in your Builder platform:

- The name of the enable/disable Co-browsing checkbox.
- The location of the checkbox (may appear under an Advanced dropdown).
- The default value of the checkbox (checked/unchecked by default).

### Sending a Co-browsing Link

(See **Figure 3** and **Figure 4**)

A Co-browsing link can be sent while interacting with the digital process. A digital process contains an icon for Co-browsing (1).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1691480385847.png)

**Figure 3: Co-browsing Icon**

NOTEThe design of the Co-browsing icon may appear with a different design according to your selected Theme.

After clicking the icon, a window appears. Using the window an end-user will enter the email address (2) of a different end-user that will receive the link for Co-browsing. Clicking OK (3) will send the email.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1691489927893.png)

**Figure 4: Email for Co-browsing**

### Co-browsing Email

(See **Figure 5**)

A Co-browsing invitation email contains a link (1) to the digital process.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1691492052377.png)

**Figure 5: Co-browsing Invitation Email**

The link will stay active as long as the process was not:

- Submitted
- Canceled
- Expired

### Interacting with The Process

After clicking the link the process will open displaying the same page that a request for Co-browsing was initiated from.

Data input by one end-user will immediately appear on the screen of the other end-user. When navigating between pages, they simultaneously change for both end-users. Once the process is submitted, the link will no longer be valid for all end-users involved.

## Co-browsing Permissions

The following sections describe Co-browsing permissions

### Roles and Permissions in EasySend

(See **Figure 6** and **Figure 7**)

In some cases, one digital process can be accessed by different end-users with specific roles, for example:

- Customer
- Spouse
- Agent

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1691563301372.png)

**Figure 6: Roles**

We can provide access permissions for each role:

- full
- readonly
- none

Access permissions allow us to manage how roles interact with the digital process, for example:

- A customer will receive full access permissions to all the pages that require them to input information
- A page that contains information just for the spouse will be hidden from the customer and the agent
- An agent that needs to review the information input by the customer and the spouse will receive readonly permissions for the relevant page pages

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1691563694247.png)

**Figure 7: Access Permissions**

NOTETo learn how to create roles, click [here](/v1/docs/configuring-a-workflow).NOTETo read more about roles and permissions, click [here](/v1/docs/permissions).

### Applying Role Permissions for Co-browsing

(See **Figure 8**)

We can apply the same principles of role permissions when using the Co-browsing feature. To do so, we need to create a new communication output, email, or SMS, click the Advanced dropdown (1) and then Conditions (2). Under Conditions, we will locate the Co-browsing dropdown (3).

The default value the dropdown displays is No Override (4) meaning that the end-user that accessed the digital process using a Co-browsing invitation will receive full access permissions. When clicking the dropdown a list of roles (5) appears. Choosing any one of the roles will override the full access permissions to those associated with the selected role.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1691564133431.png)

**Figure 8: Co-browsing permissions**

NOTETo learn more about output communication channels, click [here](https://kb.easysend.io/v1/docs/workflow-manager-overview).

## Co-browsing and Continue & save later

(See **Figure 15**)

When using the Workflow Manager screen to configure a notification, the outputs options my include two additional options:

- Co-browsing invite email - sending a co-browsing invitation email.
- Save & continue later email - sending an email with a link to the process to continue at a later time.

NOTE

- The Co-browsing invite email and Save & continue later email options will become available only if the Enable Co-browsing option is enabled in the Customer Settings screen. For additional information, please contact our support team.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701087336651.png)

- To be able to send the Co-browsing invite email or the Save & continue later email your environment servers version must be 30.0.0 or above.
- You can only add one Co-browsing email and one Save & continue later email.

## Co-browsing invite email

The following sections describe the Co-browsing invite email option.

### What is Co-browsing?

Co-browsing enables digital process end-users to share the link of a digital process via email and invite other users such as agents or reps to provide real-time online support to quickly bring any processes to a close. With Co-browsing, agents or reps can guide end-users through any digital process whether they are connected through mobile, tablet, or desktop. Data input by the end-users immediately appears on the agent or rep screen and vice versa. When changing a page, the page simultaneously changes for all.

### Co-browsing invite email Configuration

(See **Figure 9** and **Figure 10**)

After adding the Co-browsing invite email as an output (1), clicking the Edit button (2) opens the Email Details window.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701088128043.png)

**Figure 9: Co-browsing invite email**

The Email Details window is divided into two sections:

- General (3) - contains the Email Name and Subject, both are editable.
- Email Content (4) - an HTML editor that contains the content of the email. The content must include a  
link to the process - {{link}}. The content is editable.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701088500157.png)

**Figure 10: Email Details Window**

### **How to Send the Co-browsing invite email**

(See **Figure 11** to **Figure 13**)

To send the Co-browsing invite email, make sure to locate the Co-browsing component (1) and to add it to the Webflow (2), for example:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701089766631.png)

**Figure 11: Co-browsing component**

When the digital process is initiated and an end-user clicks the Co-browsing component (3) a window (4) to input a recipient email address appears, for example:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701091054686.png)

**Figure 12: Initiating Co-browsing**

The recipient will receive an email with a link to the digital process, for example:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701091847502.png)

**Figure 13: Co-browsing invite email**

### Co-browsing Component Properties

(See **Figure 14**)

The properties of the Co-browsing component (component name, version, title, color, action (Co-browsing or Save & continue later)) are configured using your Theme. For additional information please contact our support team.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701243975931.png)

**Figure 14: Co-browsing Component Properties**

## Save & continue later email

The following sections describe the Save & continue later email option.

### What is Save & continue later?

Save and continue later enables end-users to save their digital process progress at any stage, close it, and use the link they receive via email to complete it at a later time.

### Save & continue later email Configuration

(See **Figure 15** and **Figure 16**)

After adding the Save & continue later email as an output (1), clicking the Edit button (2) opens the Email Details window.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701245117574.png)

**Figure 15: Save & continue later email**

The Email Details window is divided into two sections:

- General (3) - contains the Email Name and Subject, both are editable.
- Email Content (4) - an HTML editor that contains the content of the email. The content must include a  
link to the process - {{link}}. The content is editable.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701245241362.png)

**Figure 16: Email Details Window**

### **How to Send the Sand & continue later email**

(See **Figure 17** to **Figure 19**)

To send the Save & continue later email, make sure to locate the Co-browsing component (1) and to add it to the Webflow (2), for example:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701246003653.png)

**Figure 17: Co-browsing component**

When the digital process is initiated and an end-user clicks the Co-browsing component (3) a window (4) to input a recipient email address appears, for example:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701246176035.png)

**Figure 18: Initiating Co-browsing**

The recipient will receive an email with a link to the digital process, for example:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701247054387.png)

**Figure 19: Co-browsing Invite Email**

### Co-browsing Component Properties

(See **Figure 20**)

The properties of the Co-browsing component (component name, version, title, color, action (Co-browsing or Save & continue later)) are configured using your Theme. For additional information please contact our support team.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1701247431435.png)

**Figure 20: Co-browsing Component Properties**