General Interest

Video: Sharing and assigning records

Learn how to share records and assign records to another person or to a team so you can collaborate across your organization and increase awareness of information. You can also read step-by-step instructions for assigning and sharing records in Share or Assign Records.

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Click the arrow to start the video.

To turn off the click instructions in this video, in the lower-right corner, click the up arrow icon UpArrow, and then click the Show Click Instructions icon ShowClickInstructions.

To dock the presenter script to a different position, in the lower-right corner, click the up arrow icon UpArrow, click the Presenter Script icon PresenterScript, and then click one of the options: Show Presenter Script Docked Left or Show Presenter Script Floating. To turn off the presenter script, click the up arrow icon UpArrow, click the Presenter Script icon PresenterScript, and then click Presenter Script Off.

Note

Trouble viewing the video on this page? Try watching it on YouTube instead: Sharing and assigning records

You can find step-by-step procedures in Help or in the Resource Center.

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