CRM & Sales Hub | Fragen, Tipps & bewährte Methoden

SBönninger
Participant

sales documents

SOLVE

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

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

sales documents

SOLVE

Hi @SBönninger,

 

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

Beratungstermin mit Karsten vereinbaren

 

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

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

sales documents

SOLVE

Hi @SBönninger,

 

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

Beratungstermin mit Karsten vereinbaren

 

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