The role of document management in crafting a seamless customer journey
How to share documents with colleagues and clients
Once you have uploaded your documents to AttachDoc you have the option to send a link to them to your colleagues or clients.
The easiest way to do this is from the document page. To do this, click on the document name in the list and the document page will be opened.
On it you should go to the Links tab and click on the Create a link button.
Then the form of adding a link will open with the following parameters:
- Access type - can be private and public. Public links can be accessed by all users who have the link. Private links can be opened only by certain users - Contacts.
- Require email to view - viewers must enter an email to view your document.
- Allow downloading - viewers can download your file.
- Passcode - you can passcode protect the link. Users will only be able to access the content by entering this passcode.
- Expires - you can limit the expiration date of the link by specifying a date in this field.
- Description - you can add a comment to the link. Only you will see it.
After the link is created you will see the following window:
Here you can copy the link itself or embed code to paste the document into a web page.