- Click on the Files page.
- Check the box to the left of any file you'd like to share.
Pro Tip: Filter by All Files > Private File to narrow down your search.
- Scroll to the bottom of the page and click the Share icon.
- In the 'To' field, select the recipient and account to share and associate the file with.
- Send a personalized message or click Do not send Message.
- Click Share.
Note: Sharing private files removes their private (internal) status, making them public to Recipients and Account Owners.