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.