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How to share content externally
The customer can create an externally accessible web page containing PDF documents for non-authenticated users to access. For example, users with HR Forms or PDF forms that require completion or signatures can be made available for external users with built-in PDF writing and submission capabilities, with complete security and compliance.
1
Click on the gear icon in the top right corner.
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2
Click "Settings"
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3
Click "External Content" Tab
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4
Click "Manage Sub-Modules"
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5
Click on the library where you would like to upload the document you would like to share externally with a link.
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6
Place a check next to the library and click on "Save"
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7
Click on the library from the left panel
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8
Click on the plus sign next to "Records" to create a new "Item"
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9
A "New Item" Form will pop-up
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10
Fill out the form with the required information
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11
Once the form is filled out, click on "Save & Close"
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12
Click on the new "Item" that has just been created.
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13
Click "Click or Drag and Drop to upload files"
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14
Open your local drive
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15
Select the fillable pdf form that you would like to share externally with a link
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16
Enter required information into the fields and click on "Save"
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17
Click the "Back" button
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18
Click on the item created in step 12 and click on the "Documents" Tab
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19
You will see the fillable pdf form "Employment-Job-Application.pdf" uploaded in Step 13
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20
Right click on the recently created "Item" in Step 12
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