Share documents via a link
Collaborate on any PDF or DocX document with non-salesforce users via a direct sharing link. Share your documents in a few clicks with up to 20 recipients as you need using the simple steps below:
- Select a document in the Documents tab and click Share for editing in the sidebar.
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- In the Share for editing options pop-up, copy your direct sharing link to the document by clicking Copy Link.
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Alternatively, you can share direct links via an email. To do so, enter the email addresses of recipients and click Share link via email.
Add recipients by dividing their emails with a coma or pressing Enter on your keyboard. You can add up to 20 recipients.
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Recipients will receive an email notification containing a link to access the document.
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Updated over 5 years ago