Which method would you use to share a document publicly with someone outside your CLM environment?

• A. Email a direct attachment
• B. Share a link and designate the link as public
• C. Copy to a USB drive
• D. Print the document

Answer: (B)

When you need to share a document with someone outside your CLM environment, you want a method that provides access without requiring a CLM login while still letting you control or revoke access if needed. Sharing a link and designating the link as public does exactly that: it creates a URL that external recipients can use to view the document, without needing a CLM account. This keeps the document governed within CLM—with audit trails and version history intact—and gives you the ability to disable or expire the link later if necessary. Other options either bypass CLM governance (emailing a direct attachment), involve transferring data outside CLM via USB, or are impractical (printing).