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Share a page via email

Share a page via email to share data, or to prompt other users to perform an action.

You can only share a page with users who have access to its source model.

To share a page by email:

  1. Open the page that you want to share.
  2. Click the Share this page icon in the top-left of the page.
    A dialog to share your current page displays.
The top-left corner of a worksheet named Profit & Loss. The Share this page icon is highlighted with a red box, and a tooltip displays the words Share this page.
  1. Select the Enter name or email... field, and enter the name of the person to share the page with.
    A drop-down list displays users in the model whose name contains the text you type.
The Share this page dialog. Thomas H is entered in the Share via email field, so two options, Thomas Hamilton and Thomas Harrison, display in the drop-down list beneath the field.
  1. Choose a user from the drop-down list.
    You can repeat this step to select multiple users.
  2. Optionally, select the Enter a message (optional) field, and enter a message.
    This message displays beneath the page name in the email the user receives.
  3. Click Share.
    A confirmation notification displays in the top-right of the screen.
    An email with a link to the current page is sent to the selected users.
An example of an email sent through the Share this page dialog. It has been sent from a user named Felix to Angela to highlight useful information for a forecast.