1. Click on “Share” icon on the record that you want to share
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe7d32636442c8140dc87_PdiV7CA6xPyvWh15_wu65vuMnrrPcHCgaJGQlu9G3TyOGALeO96h_xyJOyjfo9_tTBTrc_mZdEuPrNHKQfBTsK_yq8PabcmU3NixkXusI0IBAYWryoMacLqr7pAMFHXkXFRcATlO.png)
Share Settings will open in a pop-up window
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe7d3f75daa390c134951_-74u9wF5tJ3_EqKswroycOD7dwI_aLN5nT8aaWIATS6IJLMmzpF-xmBVmmi93b4tOdh5yal9aaKc9G4IeTpsgoHN8Fag7Q0gW2B7ZU3qeE77fvh8-ls7MMueczVgxUWBFKvVzxNj.png)
2. Type the email address of person you want to share a record with in the required “Invite people” box
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe7d4020220e8fd6fd894_Zl_RH2uNyDD-EyMX1mi_TVfI_dXYfEX0FJkXcEwfqLUgUQW0KLrYhw4RikfeIqo-qeO6Hb4KXku7RuP6pTHAPFnv83mIEYrITLAZRdLt3_pvxTiAx64eP2OYSW-07krkEkMQHwWK.png)
3. On the “eye” icon, choose if person who receives a record can view or edit the record
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe7d35fbc8939c93157ba_NHyxCIYwVuuri4DbJCXLSMD1IL1jl4ePeImK_yArk7-p_nC7STUDs6DNCBy3fJFU5m64Kp6CYwPS8yNWZSvAS-pu0d7FGlBGeQjUEeQy_TuIQOwzQwMBDHPp3-QOf-eLx161fJyK.png)
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
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe7d3d488696d00c34ed9__TdTFeD754yyXOSHQXIYAh5bUHYvI8TaO7HIEU1MrXKhx4GjEmGajO1GeKxb4YTKA-5grzM6BGZk-t7jx8fzHBqyutDd1i1rJzL-9gRDN7bSAukhdSiMJefaW7SBdc2JNE-PALmb.png)