Share a Record

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

  1. Access the report you need to send and click on the share icon 2018-04-20_14h37_21.png in the top right corner. 
  2. Fill-out the parameters of the Share option:
    • Option 1: You can copy the URL using the 2018-04-20_14h46_30.png 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. 

2018-04-20_14h41_34.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request