Question:
What is the Send as Link functionality in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
The Send as Link option allows a user to send a hyperlink (to the current version of the document or binder) to selected users. The link can be sent to other users in Vault and to non-Vault users (depending on Vault’s configuration).
- Users can choose this option from the All Actions menu of the document:
- From the Send as Link window select the recipients to send the document. From Add Recipients a user can select a Vault User or a non Vault User to send the document as link.
- The recipient is added automatically in the Sharing Settings as a Viewer role.
Old User Interface:
The Send as Link option allows a user to send a hyperlink (to the current version of the document or binder) to selected users. The link can be sent to other users in Vault and to non-Vault users (depending on Vault’s configuration).
- Users can choose this option from the Action menu of the document:
- From the Send as Link window select the recipients to send the document. From Add Recipients a user can select a Vault User or a non Vault User to send the document as link.
- The recipient is added automatically in the Sharing Settings as a Viewer role.
Related Documentation:
Vault Help Documentation: Using Send as Link
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