Policyholder: How do I share files?

Updated 2 weeks ago by Jennifer B.

Share a file while uploading it

Option 1

  1. Click Add files in the Welcome card on your dashboard.
  2. Select the project participants with whom you want to share the file.
  3. Add files using No files chosen [No files chosen].
  4. Add a description to the file. (optional)
  5. Click Share.

Option 2

  1. Click Files in your General collaboration menu.
  2. Click Add files.
  3. Add files using No files chosen [No files chosen button].
  4. Add a description to your file. (optional)
  5. Click Share.

Share a previously uploaded file

Share a single file 

  1. Select Files in your General Collaboration menu.
  2. Click the checkbox of the file you want to share.
  3. Select the team members with whom you want to share the file.
  4. Click Share.

Share multiple files (option 1)

  1. Select Files in your General Collaboration menu.
  2. Select the checkboxes of the files you want to share.
  3. Select Share selected files [Share selected files button] from the toolbox under your name.
  4. Select the recipients with whom you want to share the files.
  5. Click Share.

Share multiple files (option 2)

  1. Select Files in your General Collaboration menu.
  2. Click Share all [Share all button] from the toolbox under your name.
  3. Select the team members with whom you want to share the files.
  4. Click Remove file [Remove file button] on the files you don't want to share.
  5. Click Share.

Share all files

  1. Select Files in your General Collaboration menu.
  2. Click Share all [Share all button] from the toolbox under your name.
  3. Select the team members with whom you want to share the files.
  4. Click Share.

How Did We Do?

Powered by HelpDocs (opens in a new tab)