Sharing record metadata

To share record data, perform the following steps:

  1. Search for the record you want to share the data.

  2. Click menu of the record and select Share. A pop-up to select the formats is displayed.

  3. Select from the following options:

    1. Select All - select this option to check all the options.

    2. Content Manager desktop link - select this option to include desktop link in your email.

    3. Electronic document - this option is available only if the record has electronic document attached to it. Select this option to include the electronic document as attachment in your email.

    4. Content Manager indicator and record number in email body - select this option to include record number and title in your email.

    5. Content Manager mobile link - select this option to include Content Manager Mobile App link in your email.

      The Content Manager mobile link works differently for iOS and Android. Two links are generated. If the record is shared from an Android device, then it will generate link for both Android and non Android devices. Similarly, if the record is shared from an iOS device, then it will generate link for both iOS and non iOS devices.

      Examples of mobile link

      • Content Manager mobile link:

        https://contentmanager//record?DB=25&Type=6&URI=2498

        ---< For Non Android Device >---

        contentmanager://record?DB=25&Type=6&URI=2498

      • Content Manager mobile link:

        contentmanager://record?DB=25&Type=6&URI=2498

        ---< For Non iOS Device >---

        https://contentmanager//record?DB=25&amp;Type=6&URI=2498

      NOTE: In Android, copy pasting the link to Chrome browser will not work. Make sure to click the link shared in your email.

      In iOS, copy paste the link to a new tab in Safari. Clicking the link directly, shared in your email, will not work in iOS.

  4. Click OK.

    Depending on the settings of your mobile, you may get a pop-up to select the mailing account. Once you select the mailing account, the composed mail is displayed with the options you chose.

  5. Enter the recipient mailing address and click send (arrow) to send the email.