1. From the Content Deliveries related list, Related Content relatedlist, or the content details page, click Deliver Content.
2. Upload a file or confirm the file name. If you are a Salesforce CRM Content user, searchfor the content in your libraries that you want to deliver. Salesforce CRM Content users can searchfor content in shared libraries or a personal library.
3. Optionally, modify the Delivery Name field. This name identifies your content delivery in Salesforce. We recommend using a name that will make the delivery easily distinguishable from other deliveries on the same record. The default delivery name includes the file name and today’s date.
4. Select the delivery methods that determine how your content canbe viewed. The options that appear depend on the file format you uploaded. Choose Allow Recipient to View in the Browser to create an online version of the file that recipients can view in their browser.Choose Allow Recipient to Download as [file type] file to allow the recipient of your content delivery to view the content in its original format. For example, if you uploaded a Microsoft® Word file, this field will be Allow download as .doc file.INote If a preview of the file doesn’t exist in Salesforce, users can download the delivered file regardless of whether downloading is allowed. File previews are made the first time they are requested in Salesforce, but not before. Viewing a file’s detail page or posting it to a feed generate file previews.Choose Allow Recipient to Download as PDF to allow recipients to download a .pdf version of the file. This option is only available for Microsoft® PowerPoint, Word, and Excel files.
5. Choose Allow Recipient to View in the Browser to create an online version of the file that recipients can view in their browser.
6. Choose Allow Recipient to Download as [file type] file to allow the recipient of your content delivery to view the content in its original format. For example, if you uploaded a Microsoft® Word file, this field will be Allow download as .doc file.INote If a preview of the file doesn’t exist in Salesforce, users can download the delivered file regardless of whether downloading is allowed. File previews are made the first time they are requested in Salesforce, but not before. Viewing a file’s detail page or posting it to a feed generate file previews.
7. Choose Allow Recipient to Download as PDF to allow recipients to download a .pdf version of the file. This option is only available for Microsoft® PowerPoint, Word, and Excel files.
8. Select Notify Me of First View or Download if you want to receive an email the first time your recipient clicksthe content-delivery URL.
9. If the content you are delivering is time-sensitive, select the Remove Access to Content on checkbox and enter an expirationdate. By default, the expiration date is 90 days from the currentdate. After creating your content delivery, you can change the expirationdate at any time on the delivery detail page.
10. Optionally, select Require a Password to Access Content. When you create the content delivery, you will receive a password to include with the delivery URL that you send to your recipients. The password is available for the life of the delivery on the delivery detail page.
11. Optionally, use the lookup to associate your content deliverywith a Salesforce record.The record you were viewing when you clicked Deliver Content is selected by default.
12. Click Save & Next. Your delivery willusually be ready within a few moments, but you can click Notify Me to exit the content delivery wizard and benotified via email when your content delivery is ready.
13. If you did not exit the content delivery wizard, click Preview to verify that you are satisfied with the delivery. Important Formatting in the original file may not display correctlyin the online version. If you chose Allow Recipient to Viewin the Browser, preview your content delivery before sendingits URL to your recipients. If you are not happy with the qualityof the online version, click Previous and chooseto make your content available in its original file format or a PDFonly.
14. Copy and paste the delivery URL and, if applicable, its passwordinto an email or instant message for delivery. The URL is availableon the delivery detail page. For more information, see Viewing and Editing Content Deliveries.