Share a Document
You can share documents with project contacts via email notification by going to.
- From the home page, under Projects, select the name of
the project you want to open.Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.The Dashboard for the project appears.
- Select the Documents tab.
- Select the check box for the documents(s) you want to share.
Click the Actions button
, and then select Share.
The Share Items window appears.
Select the check box next to the name of a contact
to add that person, or distribution group, to the recipients list. You can also
click in the Search
field and begin typing to filter the list of contacts.
Optionally, to select all project contacts on the list, select Notify All Users.Note: Only contacts (individual or within a distribution group) with permissions to the location you are sharing from will receive a notification email that a document has been shared with them.
- (Optional) Add a comment to be included at the top of the email notification.
- Click Share.