To share a PDF or Form via Email
There are several cases for using the share feature on Logit. Mainly it’s used for sharing the information from a Logit workflow (such as a check) with another team member who may not have access to it at that point. Another use would be to easily transfer specific information from a workflow outside of Logit, this is especially useful when dealing with external parties who aren’t set up within Logit but require the details.
These are only the most commonly used examples, and any sharing can be done through the straightforward process, which we’ve broken down step by step below.
1) To begin sharing you need to navigate to the workflow in question, locate the event and click on the cog in the monitor portal and select "share" from the dropdown
2) This brings up the sharing menu, select the necessary option for you and fill in the email of whoever needs to receive the update. Multiple email addresses can be added by separating each with a semicolon ( ; )
3a) Below is an example of the PDF update that has been shared.
3b) And this is an example of the email content update that has been shared.
Did you know!
The share function covers all of Logits tasks
Actions
Audits
Checks (once completed)
Records
Requests