Question:
How to send a document as a Link to a non-Vault user in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
View User Information permission is needed.
To send a link to a non-Vault user:
- Select Send as Link from the All ActionS menu.
- Type the recipient's email in the Add Recipients box and click Enter:
- Enable (check) the box Allow non-Vault users to download viewable rendition.
- Choose an expiration date for the link. This determines the time in which the link is live.
- (Optional) Type a message and click Send.
Old User Interface:
View User Information permission is needed.
- Select Send as Link from the Action menu:
- Type the recipient's email in the Add Recipients box and click Enter:
- Enable (check) the box Allow non-Vault users to download viewable rendition.
- Choose an expiration date for the link. This determines the time in which the link is live.
- (Optional) Type a message and click Send.
Related Documentation:
Vault Help Documentation: How to Send as Link
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