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Documents are records that are created within the form (e.g. Request for Information). To share documents, log into your project and go to that form's log. In an example, selecting "Request for Information" from the project title bar. In the Request for Information log under the "Subject" column, click the subject link for the document you wish to share. Click the "Share" button to open the "Share this Document" dialog. Documents can be shared in the following manner:
To complete the document sharing process, click the "Share" button. When a document is shared, those users to whom the document was shared will receive an email informing them that the document has been shared with them. Additionally, when that user logs into the system, they will see this share under their "My Page" activity as well as under the Request for Information log.
Documents can be shared to people on your project by sharing the document to their email address. To do this, click the "Share" button on the document to open the "Share this Document" dialog. After clicking on the "Share to Email" tab, enter the Email address and click "Share". If not already a Projectteam.com user, an email will be sent to this user that contains a link for that user to sign up with Projectteam.com which connects them to your project and shares the document with them.
Once a document has been shared, the information on that document cannot be taken away from the user or group to whom the document was shared. You can however halt user or group access to that document at any point in time so that those users or groups no longer have visibility to that document going forward.
Halting user or group access to a document removes their ability to view or edit that document from that point forward. To halt a document, open the document and go to the "Access" tab. Select the dropdown next to the user or group you wish to halt access to and select "Halt". Note that halted users can view the document up to the point in time prior to the document being halted. To view halted documents, go to the projects home page and click on "View Halted Forms" under the "Halted Forms" section. |
Removing a user or group halt from a document provides that user or group with the ability to view and edit that document from that point forward. To remove a halt, open the document and go to the "Access" tab. Select the dropdown next to the user or group you wish to unhalt and select "Unhalt". |
Form Documents are also automatically shared by the following methods: