How to use the Send as Link feature in Vault PromoMats and Medical?
The Send as Link option allows the users to share a particular document with any other user in Vault or with non-Vault users. Once they have accessed the document, they are automatically assigned the role Viewer in the Sharing Settings.
Note: Some Vaults may have restrictions enabled for the Viewer role.
To use the Send as Link option, follow the steps below:
- Select Send as Link from the All Actions menu.
- In the Add Recipients box select a Vault user or type a non-Vault user's email address and press Enter.
- Select Allow non-Vault users to download viewable rendition
- Select a Link expiration for non-Vault users
- Personalize the Message
- Select Send a copy to myself.
- Click Send.
Note: The View User Information permission in the user's Security Profile is needed.
Vault Help Documentation: How to Send as Link