How to share a document

There are 3 easy ways to share a document with your customers and/or colleagues.

David Chapman avatar
Written by David Chapman
Updated over a week ago

Once you have a document ready to share with your customer, here's how to do it:

  • Click the Export/Share button at the top right, on the document page.

  • Clicking it will reveal 3 options to share:

    1. Download a PDF.

    2. A share link that you can copy send to them.

    3. The option to your customer's email and D3M will send an email on your behalf giving your customer a personal link showing you when they have accessed the document. ย 

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