TheEazy CXM · Documentation
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Document sharing

Share documents securely with a link.

Share documents via a generated link, with control over who can access it and when it expires.

Share a document

  1. Open the document and create a Share Link.
  2. Set Link Permissions (for example Anyone with the link).
  3. Set Link expiration — “Set when the share link expires”.
  4. Share the link with your recipient.
Until you generate one you’ll see “No share link generated yet”.
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