How to share a case document from CASEpeer's document storage.
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Navigate to the Documents Tab.
- Select the dropdown arrow aligned with the document.
- Select Share Document.
- Click the paper icon to copy the link.
- After the hyperlink has been duplicated, the Sharing column will change from No to Yes, signifying that the link has been copied.
- To disable a shared link, select the dropdown in line with the document.
- Select Stop Sharing.
- Share the link with the appropriate party.
- Here's how to set the duration in which share links are valid.
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