Question:
Why an end-user cannot send a document link to non-Vault users in PromoMats?
Answer:
There are several reasons why an end-user can choose Send as Link from Actions menu but cannot send the link to a non-Vault user:
-
Send As Link to Non-Vault Users is not enabled in the Admin area. This item needs to be ticked to make this functionality available to end users. Note: Only Admin users can enable this feature.
- The document does not have a viewable rendition. Non-vault users can only view a viewable rendition of the document.
- This is a link to a binder. This option is not available for binders in Vault.
- The user sending the link must have the View Content permission on the document to be able to send a link to a non-Vault user.
Related Documentation:
- Vault Help Documentation: Why is Sending to Non-Vault Users Unavailable
- Support Portal Documentation: How to use Send As Link Option in PromoMats?
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