To differentiate and manage document attachments based on the recipient type (internal vs. external

ShrutiG57423582
Tera Contributor

In the same request scope, I need the ability to share specific documents with the internal team (users with an insead.edu email) and other documents/screenshots with external users (those with non-insead.edu email addresses). The documents intended for the internal team should be attached with a work note reference, while those for external users should be shared via customer comments and the watchlist.

 

Is it feasible to tag or categorize documents (e.g., "Internal" or "External") to clearly differentiate which group the attachments should be shared with, within the same request?

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Hi @ShrutiG57423582 


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