How can a document be shared with a non-CLM user?

Study for the DocuSign CLM Administration Exam. Enhance your knowledge with multiple choice questions and explanations. Get exam-ready!

Multiple Choice

How can a document be shared with a non-CLM user?

Explanation:
Sharing with someone outside the CLM system is done by creating a publicly accessible link to the document. By designating the link as public, the recipient does not need a CLM account to view the document, which is exactly how you can share with a non-CLM user. This approach directly enables access for external recipients, matching the scenario where the viewer isn’t part of the CLM environment. Other options don’t provide the same external access: a statement that documents can’t be shared with non-CLM users is incorrect, since public links are meant for this purpose. Relying on a Document Preview setting or emailing a bookmark doesn’t create a shareable external link the way a public link does, so those don’t effectively enable access for someone outside CLM.

Sharing with someone outside the CLM system is done by creating a publicly accessible link to the document. By designating the link as public, the recipient does not need a CLM account to view the document, which is exactly how you can share with a non-CLM user.

This approach directly enables access for external recipients, matching the scenario where the viewer isn’t part of the CLM environment. Other options don’t provide the same external access: a statement that documents can’t be shared with non-CLM users is incorrect, since public links are meant for this purpose. Relying on a Document Preview setting or emailing a bookmark doesn’t create a shareable external link the way a public link does, so those don’t effectively enable access for someone outside CLM.

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