Sharing documents in the vault

Modified on: Thu, 22 Oct, 2020 at 11:01 PM

You have two ways to share a document with a contact, you can add that person as a Trusted Advisor or you can share one document by an encrypted link.

Depending on your role and permissions you will be able to add a trusted advisor or not. 

Ways to Share:

Share with a Trusted Advisor

Step 1: Open the contact details

Step 2: Click on Set Permissions

Step 3: Choose the access and permission, click Save

  • You can skip the General Permissions.
  • It's mandatory to choose at least 1 Entity.
  • It's mandatory to choose at least one subcategory.

Step 4: Choose if you want to send the notification

  • If it's the first time you are setting up this contact as a Trusted Advisor you need to send the email notification. An automatic email will be sent to the email of the contact with an invitation link.
  • You can choose to send it later if you want.

Share with an encrypted link

Step 1: Right-click on the Document you want to share

  • You can only share one document at the time

Step 2: Select Share 

Step 3: Type the email or the name if it's already in your contact

  • Select the name or the email.

Step 4: Keep or edit the Subject and message

Step 5: Add an expiration date

  • For an added level of security please add an expiration date. Anyone that has access to the link will be able to view and download this document.
  • Once the expiration date passes the link will expire.

Step 6: Click the Share button

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