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ProductivitySharing

One set of rules for getting a record out of the system.

Sharing is one set of rules for getting a record out of the system — printing, emailing, downloading, linking, chatting or WhatsApping it. Every module uses it, which is why the rules are in one place.

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Read the user guide share

What it does

Sharing, in the product’s own words

  • Print, email or download a record
  • Create a shareable link
  • Share in chat or send on WhatsApp
  • Copy record details
  • Each route its own permission, so “view” never implies “send out”

Before you start

What has to be in place

  • A decision, per role, about which routes out are allowed. This is the most consequential permission set in the suite.

In the user guide

5 tasks, explained

  1. 01Print, email or download a record
  2. 02Create a shareable link
  3. 03Share in chat or send on WhatsApp
  4. 04Copy record details
  5. 05Remember that view never implies send
Open the Sharing guide

Works with

The same records, not a sync

DriveFile storage with sharing that is actually enforced — 15 permissions.OrdersOrder management across every channel you sell on — the largest module in the suite.WhatsAppA shared WhatsApp inbox attached to the customer record.Users & RolesWho may sign in, and what they may do once they have.

More in Productivity

All of Productivity
DriveFile storage with sharing that is actually enforced — 15 permissions.CalendarOne diary for the meetings, the tasks and the events.Documents & OfficeTemplates that produce paperwork, and editing in the browser.DiagramsWhiteboards and drawings kept with everything else.AI AssistantAssistants trained on your own material.