Team member: Share and unshare files

Updated by Jennifer B.

Share files while uploading them

Option 1

  1. Select Add files in your Welcome card.
  2. Select the claim participants with whom you want to share the file.
  3. Add files using No files chosen .
  4. Add a description of the files. (optional)
  5. Select Share.

Option 2

  1. Select Files from your General collaboration menu.
  2. Select Add files.
  3. Add files using No files chosen .
  4. Add a description of the files. (optional)
  5. Select Share.

Share files already in the claim

Share a single file

  1. Select Files from your General collaboration menu.
  2. Select Open file options menu on the file you want to share.
  3. Select Share.
  4. Select the claim participants with whom you want to share the file.
  5. Select Share.

Share multiple files

  1. Click Files in your General collaboration menu.
  2. Click Select files on the files you want to share.
  3. Click Share selected files .
  4. Select the claim participants with whom you want to share the files.
  5. Select Share.

Share all files

  1. Select Files from your General collaboration menu.
  2. Select Share all .
  3. Select the claim participants with whom you want to share the files.
  4. Select Share.

Unshare files

Option 1

  1. Select Files from your General collaboration menu.
  2. Select Open file options menu on the file you want to unshare.
  3. Select Unshare for the user with whom you want to unshare the file.
  4. Select Unshare in the Unshare confirmation dialog box.

Option 2

  1. Select Files from your General collaboration menu.
  2. Select the checkbox of the file you want to unshare.
  3. Select Share selected files .
  4. Select Unshare for the user with whom you want to unshare the file.
  5. Select Unshare in the Unshare confirmation dialog box.

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