FAQs in this section
How can I create an asset?
How can I add a document from an asset record?
How can I add a case from an asset record?
How can I export an asset record?
How can I print an asset record?
How can I change the template of an asset?
Is the Assets module available for the Sales Starter edition?
What are Assets?
What are the benefits of assets?
Can I create an Asset from Quick Create?

How can I share an asset?

You can share an asset with a customer by sending a link to the asset or by sending the asset itself as an attachment.
  • As link

Follow these steps to share the asset as a link:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Assets module.
  4. Open any Asset record.
  5. Click the Do button in the Summary View.
  6. Select Share.
  7. Click Share as link.
  8. A mail compose window opens with the asset record’s link.
  9. Enter the recipient's details. 
  10. Click Send.
  • As attachment

Follow these steps to share the asset as an attachment:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Assets module.
  4. Open any Asset record.
  5. Click the Do button in the Summary View.
  6. Select Share.
  7. Click Share as attachment.
  8. A mail compose window opens with the asset record as the attachment.
  9. Enter the recipient's details.
  10. Click Send.
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