Share files as links with project participants and external parties to provide information quickly.
You must have at least read access for the file/ folder to be
shared.
You will soon be able to find the training video for the article here.
Click path:
- Workspace coordination > select project > files
- There are 3 ways to share files:
- Right-click a folder or file and click Share or
- Highlight a folder or file and click Share or
- Highlight a folder or file and open the navigation bar. There you click on the tab "Permissions" and then on Share folder or file.
- Now use the down arrow to open the optional settings for sharing.
- Set a password for the link to be shared.
- Define the expiration date for the link to be shared.
- Select which version of the file to share
- You can optionally add a message which will appear in the notification email that will be sent to the recipients.
- Enter the names of your project participants in the lower input mask and select them or enter an e-mail address that does not belong to one of your project participants in PlanToBuild.
- After you click Invite, everyone you have selected will receive an email with a link. As long as this is valid, the selected people can always access the shared file.
- Alternatively, you can copy the link to the clipboard and send it via email.
- If a folder with multiple files has been shared, recipients can choose to download all files or only individual files after opening the link. Individual files are downloaded in file format, multiple files are downloaded as a ZIP file.