In Teamwork, you can share documents or folders with groups, users or other folders. You can also send documents via links with different authorizations.
Sharing documents
Select Teamwork and select documents to be shared by clicking or (multiple documents) by Ctrl+clicking.
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If you upload documents in the Documents business object of a contact, task, project, etc. via the upload button in Teamwork, theShares and folders screen opens automatically. This allows you to grant approvals directly when uploading.
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Combine users into groups to share specific documents. Read here how to create a group.
Share a document for a group by first selecting the group in the pop-up window (1), clicking on the plus icon (2) and then on "Ok" (3).
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Files and documents are grouped together in folders and subfolders, e.g. quotations, reports, receipts or contracts. This allows you to structure your electronic filing system and selectively approve certain content. You can find out how to set up and fill folders here.
Release a document for a folder by first selecting the folder in the pop-up window (1), clicking on the plus icon (2) and then on "Ok" (3).
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Right-click on a document in Teamwork and select Create link to document from the context menu.
Specify which access the recipients should have.
Then click on Create links.
Once the link has been created, you can copy it to post it.
Or you can send it directly from the Scopevisio application by e-mail.
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