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How can I share a document as a link?

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Yes, You can share a document by clicking the +New button in a document's summary view.

Here are the two ways to share the document:
  • As a link
    1. Click the Main menu.
    2. Click the Essentials tab.
    3. Select the Documents module.
    4. Open any document record.
    5. Click the +New button in the Summary View.
    6. Select Share.
    7. Select Share as link.
    8. A mail compose window opens with the document’s link.
    9. Enter the recipient's details and click Send.
  • As an attachment
    1. Click the Main menu.
    2. Click the Essentials tab.
    3. Select the Documents module.
    4. Open any document record.
    5. Click the +New button in the Summary View.
    6. Select Share.
    7. Select Share as attachment.
    8. A mail compose window opens with the document’s attachment.
    9. Enter the recipient's details and click Send.
To know more about Documents, click here.
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