Document sharing

Documents shared with me

Documents shared with you can be accessed from your personal dashboard.

1. Click on the menu button to open the menu

   

2. Click on your icon, by default this will be @me

3. Click on Documents under Engineering

All the documents shared with you will be listed

Documents shared with an organisation

Documents shared with an organisation can be accessed from within the organisation.

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on Documents under Engineering

4. Select the Shared tab

All the documents shared with the organisation will be listed

Sharing a document

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on Documents under Engineering

4. Click on any document to view the document overview

5. Click on the Share button

6. Enter an e-mail address under Lookup user and click Lookup

7. Click on the Share button next to either the user to share directly with the user, or next to one of their organisations to share with the user's organisation.

The user must accept the document share invitation from their dashboard to complete the sharing process

Accepting a document share

1. Click on the menu button to open the menu

   

2. Click on your icon, by default this will be @me

3. All document share invitations will be shown in your dashboard. Click on Accept or Reject to either accept the invitation or to reject the invitation.