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How to send a attachment form to people outside organization?


1 comment

  • Leeana Ramos
    Mariya commented  ·    

    Hi Bhawana,

    Thank you for reaching out! If by "send an attachment form" you are referring to sharing individual Records, rather than Views, you would be able to do so by navigating to the record you wish to share, and from the menu in the top right that looks like three stacked lines selecting "Share". This functionality, similarly to sharing Views, allows you to not only users in your TrackVia account, but to any external email addresses as well.

    I am linking a couple of articles from our TrackVia Knowledge Base below as well on sharing data:

    If you have any additional questions, please do not hesitate to reach out to or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,


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