How to share a Record?

Last Updated on:
January 25, 2022

1. Click on “Share” icon on the record that you want to share

Share Settings will open in a pop-up window

2. Type the email address of person you want to share a record with in the required “Invite people” box

3. On the “eye” icon, choose if person who receives a record can view or edit the record

4. You can compose a note for a person who will receive a record (optional). A person will receive an email with the added note and a link to access the record shared