Which feature would you use to share content with someone outside CLM?

Which feature would you use to share content with someone outside CLM?

• A. Email a directly attached file from CLM
• B. Copy the document to a public folder
• C. Create a guest user in CLM
• D. Share a link and designate the link as public. (Correct)

Answer: (D)

When you need to share content with someone outside CLM, use a public link. Generating a link that can be accessed by anyone who has the URL lets external recipients view the content without needing a CLM account. You can designate the link as public and usually set controls like expiration or password protection, and you can revoke access at any time. This approach keeps external sharing friction-free while preserving security and control. Directly emailing an attached file from CLM can bypass in-CLM access controls and may lead to versioning or permission issues. Copying a document to a public folder could expose the content to more people than intended. Creating a guest user involves provisioning and authentication steps and is heavier for one-off external sharing. The public link method strikes the right balance for sharing with outsiders.

When you need to share content with someone outside CLM, use a public link. Generating a link that can be accessed by anyone who has the URL lets external recipients view the content without needing a CLM account. You can designate the link as public and usually set controls like expiration or password protection, and you can revoke access at any time. This approach keeps external sharing friction-free while preserving security and control.

Directly emailing an attached file from CLM can bypass in-CLM access controls and may lead to versioning or permission issues. Copying a document to a public folder could expose the content to more people than intended. Creating a guest user involves provisioning and authentication steps and is heavier for one-off external sharing. The public link method strikes the right balance for sharing with outsiders.