Once you have a document ready to share with your customer, you can do so using the Export/Share button at the top right. Clicking it will reveal options to download a PDF, copy and link that you can send to your customer, or input 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.
How to share a document
There are 3 easy ways to share a document with your customers and/or colleagues.

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