1.Select one of the following options: oDocuments page for a record—Open a record, and then click the Documents link in the left pane. oGlobal Documents tab—Click the Documents tab. If necessary, in the left pane, click the link that contains the document that you want to share. 2.Click the Properties icon for the document that you want to share. The General page opens for the selected document.
3.Click the Share button. The Share Record window opens. This window contains the document URL of the document that you want to share.
4.In the Share Record window, select the entire URL. 5.Copy the link. Tip: To copy, with the URL highlighted, right-click and select Copy.
6.Paste the link into an email message. |