How do I share a document as a link?

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 a 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 an attachment.
  8. A mail compose window opens with the document’s attachment.
  9. Enter the recipient's details and click Send.

To learn more about Documents, click here.