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.
- Beside the file that you want to send, click >Send.
- To change the permissions, clickManage permissions. For more information about permissions, see File access permissions.
- Select the appropriate permission settings.
- ClickApply.
- In theEnter recipientsfield, type the email addresses of the recipients that you want to share the file with.
- If necessary, in theEnter subjectfield, edit the subject.
- Optionally, type a personal message.
- ClickSend.