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”

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.”