Team member: Share and unshare files
Share while adding files
Option 1
- Click Add files in your Welcome card.
- Select the claim participants with whom you want to share the file.
- Add files using No files chosen (
).
- Add a description of the files. (optional)
- Click Share.
Option 2
- Click Files in your General collaboration menu.
- Click Add files.
- Add files using No files chosen (
).
- Add a description of the files. (optional)
- Click Share.
Share files previously added to the claim
Option 1: Share a single file
- Click Files in your General collaboration menu.
- Click Open file options menu (
) for the file you want to share.
- Select Share.
- Select the claim participants with whom you want to share the file.
- Click Share.
Option 2: Share multiple files
- Click Files in your General collaboration menu.
- Click Select files (
) on the files you want to share.
- Click Share selected files (
).
- Select the claim participants with whom you want to share the files.
- Click Share.
Option 3: Share all files
- Click Files in your General collaboration menu.
- Click Share all (
).
- Select the claim participants with whom you want to share the files.
- Click Share.