Sharing & Collaborating

Sharing binders
Video:  Step-By-Step Instructions: For your security, you can share binders only with users you've designated as trusted contacts. Follow these ...
Mon, 10 Feb, 2020 at 9:01 PM
Removing users from case teams and shared binders
To remove someone from a case team or unassigned binder:  1) Open the sharing menu for the case or unassigned binder.  2) Uncheck the box next to ...
Tue, 10 Dec, 2019 at 4:15 PM
Sharing individual files
To share individual files from within a binder: 1) In any binder, click the three-dot menu to the far right of the file name.  Or to share multipl...
Tue, 10 Dec, 2019 at 4:04 PM
Inviting others to join your case team
Video: Step-By-Step Instructions: For your security, you can invite only the users you've designated as trusted contacts to your case team...
Mon, 10 Feb, 2020 at 8:59 PM
Inviting others to join SupraBook
To invite someone who isn't a SupraBook user to join a case team or unassigned binder:  1) Open the sharing menu on any case or unassigned binder.  ...
Tue, 10 Dec, 2019 at 2:14 PM
Adding trusted contacts
You can share binders with SupraBook users you've designated as trusted contacts. Once you've made someone a trusted contact, you can share and coll...
Tue, 10 Dec, 2019 at 4:01 PM