After a record has been created in Borealis, you can share it with other users either by sending the link to them or by sharing the record by email.
Share a Record by Sending the Link Directly to Someone
- Navigate to the record you want to share with someone.
- Click on the Share icon in the upper right corner of the screen.
- Select Copy link
The link will be copied to your clipboard. - You can then paste the link in a message or document.
People who can access this record will be able to view it.
Share a Record by Sending the Link Through Email
- Navigate to the record you want to share with someone.
- Click on the Share icon in the upper right corner of the screen.
- Select Share by email.
- In the Share form, use the Users drop-down list to select one or several users to share the record with.
- Specify an optional message to add context.
- Click the Share button.
An email will then be sent to the email of the user(s) selected in the Users drop-down list.