sales documents

SBönninger · ‎Mai 23, 2021

How can I deactivate the request to enter an email from the recipient when sending sales documents to my contacts?

karstenkoehler · ‎Mai 23, 2021

When you create a shareable link, you should see an option "Require email address to view document" which you can enable or disable: https://knowledge.hubspot.com/documents/use-documents#share-from-the-documents-tool

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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karstenkoehler · ‎Mai 23, 2021

When you create a shareable link, you should see an option "Require email address to view document" which you can enable or disable: https://knowledge.hubspot.com/documents/use-documents#share-from-the-documents-tool

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Did my post help answer your query? Help the community by marking it as a solution.

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