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How To Share a Document From Content Library?

You can use this feature to share your document in a cadence, or anywhere.

Step 1: After you have finished editing the title and description, click on "Share."

Step 2: Click on “Create a new link”

Step 3: Now enter the specific prospect’s name you want to send this document to. And then select the name when it appears.

Step 4: After clicking on the prospect’s name, you’ll get a prompt saying that the link for that specific prospect has been copied.

How to track a document?

Select your desired document and click on "Views" to see who has viewed your document, including the date and time.

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