Share iSheet records

You can share a selection of records from an iSheet, only the columns from the selected view will be shared. The recipient either receives an email or notification with a link to the shared records, or you can copy a link and share it from another application.

Share one or more records

Share a single record
To share a single record, select
More actions
next to the record, then
Share
.
The
Share
window
opens.
Share multiple records
To share multiple records, select the checkbox next to each record to share, select
Actions
, then
Share
:
The
Share
window opens with the
Email
tab active.
Choose how the selected records will be shared:
Email
,
Link
or
Message
.
  • Email
    - send an email to the recipients
  • Link
    - create a link that can be copied and shared
  • Message
    - send a notification message to a HighQ user
If you choose
Email
or
Message
, enter the names of the recipients, edit the subject, and add a message to accompany the link.
If you choose
Link
, copy the link, then paste the link into the target application.
Select
Send
to finish.

Receiving a link

Recipients receive a message with a short link. If they click on the link, they are taken to an iSheets page limited to a view containing only the selected records.
Further access and options are limited to the recipient's access permissions.

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