Share Document Download Links

You can send download links to documents stored within the DMS to selected recipients, including external contacts. Recipients do not require access to the respective document pools to download documents shared in this way.

To share document download links:

1. Navigate to the Activity Zone.
2. In the Search Activity Zone field at the top, enter Share By Download.
3. Click the Share By Download link that displays on the page.
4. To add recipients, do the following:
   1. Under Select Recipients, click .
   2. In the blank recipient field that displays, enter the name of the person that you want to send documents to.
   3. When the person's name appears, click it to select them.
      Repeat this step to add additional recipients, if required.
5. Under Message Details, enter a subject and message for the email.
6. To add documents, do the following:
   1. Under Attachments, click Add DMS document.
   2. Search for the documents that you want to add.
      For information, see Searching for Documents.
   3. In the search results, select the check box of each document that you want to send links to.
   4. Click Continue.
7. Click Next.
   Users receive an email with a link to a landing page. When they access the landing page, they can select to download individual documents, or all documents in the list.