Video:
Step-By-Step Instructions:
For your security, you can share binders only with users you've designated as trusted contacts. Follow these instructions to make someone a trusted contact: https://suprabook.freshdesk.com/en/support/solutions/articles/48000976379-adding-trusted-contacts
You can share binders with trusted contacts by adding them to your case teams and unassigned binders.
Adding someone to a case team gives them access to all published binders in that case. To invite someone to a case team:
1) From the Dashboard, click on the three-dot menu next to a case name.
And then click "Sharing."
Or in Case View, click the "Share" button or the three-dot menu to the top right of the screen
2) Select the contacts you want to share with and decide who will have admin capabilities, and then click "Update." Note: Admins can invite others to join the case team, appoint other admins, delete the case, delete and add binders, delete and add files to binders, and change the order of files in binders.
3) Your contacts will receive an invitation to join your case team. When they accept the invitation, their acceptance will be reflected under your notifications.
4) Make sure to publish the binders you want team members to access. Team members can access all published binders, but only you can access your non-published binders.
To invite someone to an unassigned binder:
1) From the Dashboard, click on the three-dot menu next to an unassigned binder name.
And then click "Sharing."
2) Select the contacts you want to share with and decide who will have admin capabilities, and then click "Update." Note: Admins can share the binder with others, appoint other admins, delete the binder, delete and add files to the binder, and change the order of files in the binder.
3) Your contacts will receive an invitation to your binder. When they accept the invitation, their acceptance will be reflected under your notifications.
