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  • ILLUMIS HELP CENTER
  • FAQ

 

    • Add, Edit, Or Delete A Person
    • How to Setup and Use Filters
    • Conducting a Jurisdiction Search
    • Conducting a One-Time Search
    • Contribution Records
    • Reviewing Contributions in the Dashboard
    • Preclearance
    • Running A Search
    • How To Use Filters
    • Adding Notes And Attachments To A Record
    • Using the Workflow tab
    • Contribution FAQs
    • Entity Search
    • Understanding The Data
    • Accessing Search History
    • Changing Record Statuses
    • How can I learn more about an individual record?
    • How do records for the same person get linked together?
    • Why are some records in my search that appear to be for the same person not matched together?
    • Does illumis’s matching algorithm improve with use?
    • Setting Up A Search
    • Using Filters
    • Verifying Results
    • Setting Up And Managing Alerts
    • Accessing Search History
    • Exporting Records
    • Changing An Account Password
    • Changing Profile Information
    • Set An Account-Wide Date Filter
    • Set Up And Manage Alert Emails
    • Tags
    • Reports and Bulk Exports
    • Customizing Contribution Statuses
    • Changing Profile Information
    • Changing An Account Password
    • Setting Up Two-factor Authentication
    • What Should I Do If A Search Doesn't Complete
    • How Recent Are The Results On illumis?
    • Why Am I Seeing Exclamation Icons On Sources In My Search?
    • Where Can I Find More Information About A Source?
    • How Can I Suggest A New Source
    • What If My Problem Is Not Listed Here?
    • U.S. Senate Amendment Numbers

Sharing Records

Users can share records out from the illumis platform to colleagues via email, making it easy to escalate and discuss records with a broader group of users. To share records from the illumis platform:

  1. Select the “send” icon on a record to pull up the “send record” form.
  2. Enter the email address of the recipient
  3. Add a subject and message explaining
  4. Click “Send”

send record

The email will include the embedded record linked to the original website or database it came from.

Sharing a record will automatically update its status to “escalated.”

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