This feature is common to all sharemundo links® solutions.
Step 1: Go to the 'Documents' section in the left-hand menu ('Corporate Management' section for corporate documents or 'Project Management' section for project documents).
Notes:
- The screenshots below are for corporate documents, but the principles are the same for project documents. (if you have a sharemundo links® solution that includes project management).
- If your sharemundo links® solution includes project management, and you wish to send documents in the 'Project documents' section for a specific project, you must first select the project in the left-hand navigation menu.
Step 2:
- On the "Folder" tab, click the share icon in the chat, next to the document you want to send.
- On the "List" tab, click "Share in Chat" in the actions menu for the document you want to send.
Step 3: Select the recipient of the document and click “Share.”
Step 4: You'll see the message in the chat. All you have to do is edit it or add to it if you'd like.
Step 5: The recipient of the message simply needs to click on the link they received to view the document.