You can share documents with people within the platform. To do this, you must first add these people as a contact.
|
Note
In order to add a contact by user name, the account owner must make the user name visible within the application.
|
This is how it works
- Click on Contacts in the navigation bar.
- Enter the user name of your contact in the search field. The results are displayed in the results list.
- In the results list, click Send contact request for the contact.
- Click on Send.