Question:
Why is the person who receives the link not getting added to the document's Sharing Settings when a user shares a document using the Send as Link option under the Action Menu?
Answer:
When using the Send as Link option, recipients are only added to the Sharing Settings if they are new collaborators or non-Vault users.
When Dynamic Access Control is enabled for the Viewer role, Vault restricts the recipients of the Send as Link action to:
- Users in allowed groups on the Viewer role. If no group is listed, you cannot add new viewers to the document via Send as Link
- Users who already have access to the document via Sharing Settings, either by name or by group
Related Documentation:
Vault User Documentation: Using Send as Link