Board - Share a document

How to share a board document to an email recipient

Angelica Medallo avatar
Written by Angelica Medallo
Updated over a week ago

⚠️Good to know: Sharing must be enabled by your administrator.

To share a copy of a document from a binder or Files via email, open the document for reading and select Share:

Select a recipient from your Contacts, Recent recipients list, or enter their name and email address:

If your administrator requires the document to be protected by a password, add and confirm a password:

Select to send your document with or without annotations:

Enter a message for the recipient:

Select Send:

Your recipient will receive a PDF copy of the document via email, if you have selected a password for the document, you will need to provide this to the recipient.

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