Once a record is created in the system, you have the option to share it with other users.
- 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.