Have you ever needed to easily share folders and documents with non-CLM users ? 

As an example, you might be collaborating on a project with a third party company and want to provide the latter with an easy and direct access to the documents contained in a specific CLM folder.

In Docusign CLM, public links can be used to share documents and content with non-CLM users. Public links allow non-CLM users to view documents and download them. Links can be set to expire on a given date or removed manually by an administrator.

Take a look at this week’s Trainer Tip video with Product Trainer Erik Engelstad to learn how to create a a Public Share Link on a folder in Docusign CLM.

Key Take-aways:

• Allow non-CLM users to view documents and download them in native or PDF formats.
• Links can be set to expire on a given date or removed manually by an administrator.
• You must be a Docusign CLM Administrator or have delegated permissions to create public share links.

Additional Resources:

For this topic and more information about other field types, check out the following article:

Create a Public Share Link on a Folder in Docusign CLM

We also have instructor-led courses on many other topics. Please visit our live training calendar and register for a course today !

Continue the Conversation

How have you or your team used the Public Share Link feature in CLM ? We’d love to hear from you. Please also feel free to ask any questions in the comments.