Policyholder: How do I share files in my project?

Updated by Jennifer B.

Share while adding files

Option 1

  1. Click Add files in the Welcome card.
  2. Select the project participants with whom you want to share the file.
  3. Add files using No files chosen [No files chosen].
  4. Add description of the files. (optional)
  5. Click Share.

Option 2

  1. Click Files in your General collaboration menu.
  2. Click Add files.
  3. Add files using No files chosen [No files chosen].
  4. Add descriptions of the files. (optional)
  5. Click Share.

Share files previously added to the project

Option 1: Share a single file

  1. Click Files in your General collaboration menu.
  2. Click the vertical ellipsis [vertical ellipsis] on the file you want to share.
  3. Select Share.
  4. Select the project participants with whom you want to share the file.
  5. Click Share.

Option 2: Share multiple files

  1. Click Files in your General collaboration menu.
  2. Click the vertical ellipsis [vertical ellipsis] below your name.
  3. Click Select.
  4. Select the files you want to share.
  5. Click Share files [].
  6. Select the project participants with whom you want to share the page.
  7. Click Share.

Option 3: Share all files

  1. Click Files in your General collaboration menu.
  2. Click the vertical ellipsis [vertical ellipsis] below your name at the top of your page.
  3. Select Share all.
  4. Select the project participants with whom you want to share the files.
  5. Click Share.

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