To save time, you may wish to share two or more document folders with a number of contacts at once.
To bulk share, a document folder, follow the steps below.
Step 1: Go to documents and click SHARING
Go to your project documents and click the "SHARING" button on the top right-hand side of your screen.
Step 2: Click the "BULK SHARE" button
A page is displayed showing a list of all contacts that have access to your project's folders and their related folder permissions.
Click the "BULK SHARE" button on the top-right of your screen to start the bulk share wizard.
Step 3: Select folders
Select the folders you would like to share and click the "NEXT" button.
Note: you are only able to select folders you own or have "can edit" access to.
Step 4: Select contacts and set permissions
Start typing the name, email, company name or tag of your contact into the search field and click to add them to your list.
Once you have contacts in your list, click the menu on the right-hand side of each and set their folder permissions by selecting one of two options:
- Can view: contacts can view, add notes, download and markup plans/files in your folder, but cannot remove or add files.
- Can edit: contacts have access to all folder permissions (identical to that of the folder owner), including:
- edit folder name
- view "Sharing" section and edit permissions
- share folder
- remove folder
- add new plans/files
- supersede existing plans/files
- view plans/files
- edit the description of plans/files
- remove plans/files
- add a note to a plan/file
- share a plan/file
- create a document summary report for a folder
Step 5: Information
The final step in the wizard gives you some information related to the related document transmittals and notifications. After reading, click the "SHARE" button on the bottom right-hand side of your dialogue and the related contacts will be notified.
Step 6: Folder Share transmittal notifications
After you share one or more folders, 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 ONLINE" to access files and folders 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 and folders via a "guest mode" interface with limited access.
If you would like to know more about bulk sharing documents, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.