As more and more companies adopt Virtual Cards as part of their daily routine, we’re rapidly working to make them even easier to use.
In this article, you’ll find a summary of what they are and how to use them. We’ve also added ways to maximize your use of reports within Sansan.
Sansan Virtual Cards updates | Notify meeting attendees of reports | Share companies & reports w/link or text
Featured Update: Lots of Sansan Virtual Cards updates
Here’s a rundown of the changes we’ve put in place.
Easily change/renew your Virtual Card
1. Click on Virtual Card in the menu bar.
2. Click Change.
3. Click Add Latest Card.
4. Scan the QR code and add your latest card.
Create your Virtual Card with a mobile browser
You used to need the Mobile App for this process. Now you can do it in a mobile browser as well.
1. Scan the QR code shown on the Virtual Card page.
2. A page to set up your Virtual Card will open in your mobile browser. Set your card there.
Shorten your Virtual Card URL – by a lot
We cut the URL length by over a dozen characters. Please note that you have to reissue your URL to make it shorter.
Create Virtual Cards for other people
Colleagues such as managers can now authorize others to create a Virtual Card for them.
Notify meeting attendees when a report is created
Easily share companies or reports with link or text
Now you can easily copy a company or report link to share in other apps!
Simply click on the share button in the top right.
Like these updates? Share this article with your team or tweet it.
See you next month!