How to use the Send as Link Option in PromoMats?
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 Action menu.
- In the Add Recipients box select a Vault user or type a non-Vault user's email address.
-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.
Vault Help Documentation: How to Send as Link
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.