How do I email a link to the brief/form?

If you ever need to share a link to a brief/form with another user of the platform, maybe for collaboration purposes, or as an easy way to refer a team member to a particular brief, our internal share link feature makes this easy.

To email a link to a brief/form:

1. Navigate to the Brief/Form database and locate/search for the brief/form you’d like to share.
2. Click the Three Dots Menu (⋮) in the upper right hand side of the brief/form and select Email Link from the actions menu.
3. You will then see a window where you can select the user or users, (or groups of users) to share this brief with
4. Once you have selected the user(s), you can customize the subject line and the message of the email that will be sent, should you desire.
5. Once you’re ready to send off that email, click Send. 

This will send off an email generated from IntelligenceBank to the users you chose to share the brief/form with. This email will include a link to the brief/form, so they can view it.

*Please note that only users who have permission to view this particular brief/form will appear in the dropdown