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.
Note: This feature has been deprecated and is not available to some clients. For all users, we recommend that you use the Issue Documents feature that is available directly from project records. For information, see
Issue Project Documents. Alternatively, you create a document issue for files stored within the DMS, and files stored with the DLM of a project. For information, see
Issue Documents from the DMS and
Issue Documents from the DLM.
To share document download links:
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On the header bar, click
Activity Zone.
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In the
Search Activity Zone field at the top, enter
Share By Download.
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Click the
Share By Download link that displays on the page.
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To add recipients, do the following:
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Under Select Recipients, click
.
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In the blank recipient field that displays, enter the name of the person that you want to send documents to.
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When the person's name appears, click it to select them.
Repeat this step to add additional recipients, if required.
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Under Message Details, enter a subject and message for the email.
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To add documents, do the following:
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Under Attachments, click
Add DMS document.
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Search for the documents that you want to add.
For information, see Searching for Documents.
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In the search results, select the check box of each document that you want to send links to.
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Click
Continue.
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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.