Written By David Watson
Last updated 10 months ago
First, make sure you have enabled the Gaya Integration in the settings page here
To view the help article for this, click here
For all new Risk Profiles after the Gaya Integration has been enabled, we will automatically send the Risk Profile data to Gaya as soon as you submit. There is nothing more needed from you.
If you would like to send Risk Profile data for Risk Profiles that were completed prior to the Gaya Integration was enabled, follow these steps.
Step 1: Navigate to the Risk Profile tab in a Client Profile
Step 2: Click on the ⋮ where you will find the Send to Gaya option
Step 3: Click on this to send the Risk Profile data to Gaya
Step 4: Search for the Client in the Gaya Chrome Extension via their Email Address
