Send a reviewed copy of a ready pack to one eligible assigned client. Changes made for that client leave your source template unchanged.
Choose the pack and client
In your Information Packs library, select Send on a ready pack. You can also start from Client Hub → Packs → Send a pack.
Check the selected pack. The pack chooser lists ready packs.
Select the client. From Client Hub, check the preselected client.
Select Personalize copy.
You can send only to a currently eligible client assigned to you. A client whose subscription has expired is not eligible. Eligibility is checked again when you send.
If no client appears, clear the search or use More clients when shown. For a specific assignment, subscription or account-access problem, contact human support.
Personalize and preview
Edit the Message, keep or replace the video, and add or remove files for this client. You can send the source content as it is; changing it is optional.
Check the recipient and the What [client] will see preview. Wait until every included file is ready.
Back keeps your edits within the current workflow. Switching packs or confirming Discard removes the personalized changes. Unsent personalized copies are not saved for a new session; refreshing or leaving the workflow can lose them.
Send and check the result
Select Send to [client] once.
Wait for Pack sent.
Select View client history to inspect the saved copy.
A confirmed send creates a separate copy with the submitted message and media. Later source changes do not update it.
If a send fails, keep the workflow open: your current edits remain available for recovery. If the result is uncertain, check the existing attempt before starting another send. See Recover a failed or uncertain send.