Publishing Share Content from the Contact Detail Form

Published Shared Content Contact Form

Access the Content Library

  • Portal Menu on Contact Detail or Summary view
  • Must have Publish Shared Content Permission
  • Contact must be Portal Activated

Select the Document(s) to be Published

  • Top Grid shows available content
  • Bottom Grid shows Shared Content already published to this contact
    • Previously published but expired content will show in Top Grid

Publish the Document(s)

  • Set Publish and Expiration Dates
  • Choose email alert setting
  • Confirm to Publish

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