To share a Project Instruction notice from your register, follow the steps below.
Step 1: Go to the Project Instruction register
Navigate to your Management module and click on the Project Instruction notice tool to access the Project Instruction register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of a notice block and select "Share" from the menu.
Note: to select multiple Project Instruction notices to share, hover over the notice and click the checkbox on the left-hand side of the notice title.
Step 3: Add recipients and share
Add one or more contacts you would like to share your selected notices with by typing into the search field and selecting them from the list.
If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.
Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view or download shared notices.
Step 4: Notifications
After sharing a Project Instruction notice, each contact receives an email notification like the one in the example below.
Recipients can click the "Download Notice" button to download the Project Instruction notice pdf and any related attachments.
Example: Project Instruction notice share email notification
Example: Project Instruction notice pdf file
If you have any questions about Project Instruction notices, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.