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

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

• A. Share a link and designate the link as public.
• B. Send the document as an email attachment.
• C. Copy the document to a public folder.
• D. Create a guest user in CLM.

Answer: (A)

Sharing with someone who doesn’t have CLM access is done through a public link. A public link lets anyone with the URL open the document without logging into CLM, which is exactly what a non-CLM recipient needs. It keeps you in control: you can revoke the link or set expiration, and you still benefit from CLM’s activity tracking for the shared item. Sending the document as an email attachment moves it outside CLM’s secure environment and audit trail, which reduces control and traceability. Copying the document to a public folder can be unreliable for external users and may not provide proper access controls or revocation. Creating a guest user would require CLM authentication for the recipient, defeating the purpose of sharing with a non-CLM user. Therefore, using a public link designates access in a way that external users can reach the document without CLM login.

Sharing with someone who doesn’t have CLM access is done through a public link. A public link lets anyone with the URL open the document without logging into CLM, which is exactly what a non-CLM recipient needs. It keeps you in control: you can revoke the link or set expiration, and you still benefit from CLM’s activity tracking for the shared item. Sending the document as an email attachment moves it outside CLM’s secure environment and audit trail, which reduces control and traceability. Copying the document to a public folder can be unreliable for external users and may not provide proper access controls or revocation. Creating a guest user would require CLM authentication for the recipient, defeating the purpose of sharing with a non-CLM user. Therefore, using a public link designates access in a way that external users can reach the document without CLM login.