How do 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

1. Click the Main Menu.
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 a link.
8. A mail compose window opens with the asset record’s link.
9. Enter the recipient's details. 
10. Click Send.

• As attachment

1. Click the Main Menu.
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 an attachment.
8. A mail compose window opens with the asset record as the attachment.
9. Enter the recipient's details.
10. Click Send.