How can you share a document with a non-CLM user?

How can you share a document with a non-CLM user?

• A. Email directly to user
• B. Share a link and designate the link as public
• C. Export as PDF
• D. Add as collaborator

Answer: (B)

Sharing with someone who doesn’t have a CLM account needs a method that doesn’t rely on the recipient having a CLM login. A link that is designated as public lets anyone with the URL access the document, which is exactly what you need for a non-CLM user. This approach provides access without requiring the recipient to sign in or create an account, making external sharing straightforward. Other options aren’t suitable for this scenario because they assume CLM-level access or produce a static file rather than ongoing access within the workflow. Emailing directly to a non-CLM user often still ties access to an internal recipient or login requirements, exporting as PDF creates a standalone file with no CLM collaboration or audit capabilities, and adding as a collaborator requires the recipient to have a CLM account with the appropriate permissions.

Sharing with someone who doesn’t have a CLM account needs a method that doesn’t rely on the recipient having a CLM login. A link that is designated as public lets anyone with the URL access the document, which is exactly what you need for a non-CLM user. This approach provides access without requiring the recipient to sign in or create an account, making external sharing straightforward.

Other options aren’t suitable for this scenario because they assume CLM-level access or produce a static file rather than ongoing access within the workflow. Emailing directly to a non-CLM user often still ties access to an internal recipient or login requirements, exporting as PDF creates a standalone file with no CLM collaboration or audit capabilities, and adding as a collaborator requires the recipient to have a CLM account with the appropriate permissions.