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How do I share an asset?

Table of Contents
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 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

Follow these steps to share the asset as an 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.
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