How to Share a File

How to Share a File

  1. Click on the Files page.
  2. Click to open the file you wish to share.
  3. Click +Share on the right-hand side, next to 'Associated With'.
  4. Click the To field to add a Contact and an Account. 
  5. Click OK.
  6. Click Share.


Related article: How to Share Files in Bulk

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