1. Click on “Share” icon on the record that you want to share
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Share Settings will open in a pop-up window
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2. Type the email address of person you want to share a record with in the required “Invite people” box
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3. On the “eye” icon, choose if person who receives a record can view or edit the record
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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
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