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Share a Certificate with a Customer

Text or email a stone's cert PDF to a customer in two taps. Uses your phone's native share sheet — Messages, Mail, WhatsApp, AirDrop, whatever your customer prefers. No app to install, no SMS gateway, no audit trail (yet).

Share a Certificate

The Share button appears next to every certificate in JewelTrak. Use it to send the cert PDF link to a customer in two taps — no email composer, no SMS gateway, no contact list to maintain. Your phone’s own share sheet does the work.

Where the Share button appears

  • Stone detail pages (/diamonds/[id], /colored-stones/[id], /pearls/[id]) — next to View Certificate PDF in the Certificate panel
  • Certificate preview modal — opens when you tap a cert thumbnail on a stone list page, the Share button sits next to the close X

The button only renders when a cert PDF is actually attached to the stone.

How it works (on a phone)

  1. Tap Share.
  2. Your phone’s native share sheet slides up — same one you see when sharing a photo from your camera roll.
  3. Pick Messages, Mail, WhatsApp, AirDrop, or any app that accepts links.
  4. Pick the customer’s contact.
  5. Tap Send.

The customer receives:

Certificate 2185476321
Cert for stone #503048 - 3.03ct Round D/SI2
https://storage.jeweltrak.com/.../500346_cert.pdf

Tapping the link opens the PDF in their browser — no JewelTrak account, no login. They can save it, forward it, print it.

How it works (on desktop)

If your browser doesn’t expose a native share sheet (mostly Linux + older Windows browsers), the Share button opens a small menu instead with three options:

  • Copy link — drops the URL on your clipboard so you can paste it anywhere
  • Email — opens your default mail app pre-filled with the cert
  • Open in new tab — opens the cert PDF in a new browser tab

Mac Safari and modern Chrome support the native share sheet on desktop too, so the menu only appears as a fallback.

Why this beats SMS automation

A common question is “why don’t you use Twilio?” — the short answer is deliverability. Texts sent from your own phone number (P2P) land directly in the customer’s Messages app like any other personal text. Texts sent from a Twilio business number (A2P) go through carrier filtering with mandatory 10DLC registration in the US since 2023; new business numbers often start with “Likely scam” labels until reputation builds, and many recipients block unknown numbers entirely.

The share-sheet path:

  • Goes from your number (the customer already trusts)
  • Has no registration cost or compliance burden
  • Has no per-message fee
  • The customer can reply directly to you

The tradeoff is no audit log inside JewelTrak (we don’t know what you texted to whom) and no automation (you can’t schedule “auto-text every cert nightly”). If those become important, layered automation can come later — but the manual path covers the field-jeweler use case completely.

Privacy

The cert link is public — anyone with the URL can view the PDF. That’s how the existing legacy S3 + R2 buckets work today, and it’s what lets the recipient open it without an account. If you don’t want a cert to be world-readable, don’t share the link.

See also

  • Memo Certificates (auto-attach to email / print) — bulk auto-attach when emailing or printing a memo containing certified stones
  • Stone Services (recut, repolish, recert, repair) — sending a stone out for re-certification