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Send a file

From a
Salesforce
lead, account, contact, opportunity, or case record, you can use the
Workspaces
app to send a
Workspaces
file to a recipient. Only the files that are associated with that record can be shared.
Verify that you do not have any folders or files selected.
  1. Beside the file that you want to send, click The menu icon >
    Send
    .
  2. To change the permissions, click
    Manage permissions
    . For more information about permissions, see File access permissions.
    1. Select the appropriate permission settings.
    2. Click
      Apply
      .
  3. In the
    Enter recipients
    field, type the email addresses of the recipients that you want to share the file with.
  4. If necessary, in the
    Enter subject
    field, edit the subject.
  5. Optionally, type a personal message.
  6. Click
    Send
    .