Share selected plans/files from a folder

To share selected plans or files from a folder, follow the steps below.

Note: sharing individual files with contact will not give them access to your document folder. 

Step 1:  Go to documents and click on a folder

Go to your project documents and click on a folder.

Step 2:  Select a file

Hover over a file and click on the checkbox to the left-hand side of the document code to reveal the bottom toolbar.

Tip: You can select all files in your folder by clicking on the checkbox on the left-hand side of the bottom-toolbar.

Step 3:  Click "SHARE"

Click on the "SHARE" button on the bottom toolbar to share your selected files.

 

Step 4:  Select contacts and add a note

Add one or more contacts you would like to share your selected files with by typing into the search field and selecting them from the list. 

You can then add a note and click the "SHARE" button to finish sharing.

Step 5:  File share transmittal notification

After you share one or more plans/files, each contact receives an email notification like the one in the example below.

Recipients can click the "DOWNLOAD DOCUMENTS" button to download all related files and folders or click "View Transmittal Details" to view the transmittal information and related files via the interface.

A record of the related transmittal is added to the "Sent transmittals" folder of your Transmittals module with all information, including a date/time stamp for download activity.

Note: users without Webuild accounts will be able to access files online via a "guest mode" interface with limited access.

If you would like to know more about sharing files, shoot us an email at [e-mail] and our customer success team will be in touch.