Share Attachments

You can share PDF, XLS, and DOCX files from your Consumer Goods Offline mobile app using the Sharing button on the Attachment tab.This feature applies only to iOS users.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To share attachments: Consumer Goods Cloud Sales User
  1. From the Attachments tab, open and preview the relevant attachment.
  2. Click Sharing.
    Share Attachments in Offline Mobile App