Sharing a Document with Other Users Via Email

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When viewing a single document, click the Share button at the top right of the document preview. A new window will appear allowing you to select Nextpoint users to share the document with.

The Share button looks slightly different depending on the Database type you are in.

Which database should I follow?

If you see the image.png badge next to your database name, follow the NextGen Database tab below. Otherwise, switch to the Legacy Database tab.

NextGen DatabaseLegacy Database

After you’ve selected your recipients, you can optionally include a custom message to accompany the secure link they’ll receive by email. When you’re finished, click Send Emails.

Litigation_Share_Document_via_Email.png

Note: Emails are sent immediately, but delivery times may vary depending on recipients’ email servers.

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