📤 Send to External Contacts

"Share securely, without giving full access."
Send policies, procedures, or documents to external parties for feedback, awareness, or audit proof.

Sometimes you need to inform or request feedback from someone about a specific policy, procedure, or document inside Brainframe — without giving them direct system access.

1️⃣ Send to external contacts

From any document, open the View more menu in the top-right corner and select Send to external contacts.

① Select Individual Contacts

Pick one or more external contacts from the list.

📌 These contacts must already be defined in your company’s External Contacts settings.

② Select Tags

Choose to notify all external contacts that share a specific tag (e.g., Management, Employee).

③ Exclude Tags

Remove certain tagged groups from receiving the notification.

④ Add a Custom Invite Text

Write a personalized message that will appear in the recipient’s email.

⑤ Add Password Protection

Secure the shared link with a password.

2️⃣ Best Practices

• 🔐 Always enable password protection for sensitive documents.
• 🏷️ Use tags for bulk sends instead of selecting contacts one by one.
• 📩 Keep invite text professional and concise, explaining the purpose clearly.
• 🚨 Send passwords separately to reduce risk of interception.

🎯 Visual Checklist

• [x] External contacts configured in settings
• [x] Recipients or tags selected
• [ ] Invite text customized
• [ ] Password protection enabled
• [ ] Password shared via a separate channel

Updated on: 02/09/2025