Sharing Attachments
You can share attachments/Salesforce files when viewing or editing a record, using the native sharing option available on your device. You can select one or more attachments and click the Share option, to share these locally available attachments using email, text messaging, or print them directly from the device.
You can also share PDF attachments with third-party applications if configured by your administrator.
To share an attachment:
1. Click Actions to launch the required edit process.
2. Click Attached Documents or Attached Images/ Videos in the left pane.
3. For each attached file, click the menu button in the right pane and then select the Share option.
a. On a Windows laptop, it opens a new mail using your configured email client with the selected file as an attachment.
b. On iPad, it opens the iOS Share Sheet option from which you can select the required app for sharing the selected file.
c. On Android, it opens the Share file(s) option for selecting the required app to share the selected file.
4. Click Cancel to discard sharing and printing when sharing is in progress.
Following are the key points to remember while sharing attachments:
• Attachments can be shared through emails if it is enabled and configured on your mobile device. Shared attachments/Salesforce Files get downloaded in the client app, only if the respective user has access to the parent record.-Social networking apps cannot be used for sharing attachments.
• The number of attachments you can share in a single email or text depends on the overall size of the selected attachments and is not controlled by Field Service App.
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It is recommended that multiple attachments be shared in batches of 5. If there are large attachments, share them individually.
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• You can share locally generated Smart Documents only after they have been synced to the server. If an attachment of unrecognized format is shared, then it is not reflected in the count of attachments selected.