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What is the Send as Link Functionality in PromoMats?

  • Updated

Question:

What is the Send as Link functionality in PromoMats?

Answer:

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:

    send_as_link.png

  • 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.

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  • The recipient is added automatically in the Sharing Settings as a Viewer role.

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Related Documentation:

Vault Help Documentation: Using Send as Link

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