Share from documents tab within the project

Discussion of the "Projects" module
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twgerber
Posts: 13
Joined: Sat Jun 16, 2018 11:49 am

Share from documents tab within the project

Post by twgerber » Wed Jun 27, 2018 11:49 am

I want to share a document from within the Project.

I have clicked on the project, then clicked on Documents top menu item to see the documents being worked on for this project.

I click the checkbox for the document but there is NO share option.

Is there a way so I don't have to switch to the Documents module?

Kate
Posts: 179
Joined: Mon Feb 09, 2015 11:17 am

Re: Share from documents tab within the project

Post by Kate » Thu Jun 28, 2018 1:28 pm

Hello,

In the Documents tab within the project profile you can press the Actions button >> choose the option Access >> choose the option Link for portal users. The link will be copied to the clipboard so that you will be able to send it to the portal user.

The possibility to share the document and set permissions is available within the Documents module only.
The detailed instruction can be found here.

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