Difficulty: Easy
Once a record is created in the system, you have the option to share it with other users. This may be helpful if you need an information to be corrected or if you would like to share a comment on this record with a specific user.
- Access the report you need to send and click on the share icon
in the top right corner. - Fill-out the parameters of the Share option:
- Option 1: You can copy the URL using the
button and paste the URL in an email. - Option 2: You can add the users who should receive this record in the Users field and add text in the description section. Click Send. The selected users will receive a notification in their email box that contains the comments and the link to the record.
