Sometimes, you may want to share a document for someone to view or collaborate on. To share a document, click More in the upper right corner of your screen:
Then click Share:
Click Add New Collaborator:
Click the pencil to the right of Enter Email search for the user you wish to collaborate with:
Once you choose the user, the First Name and Last Name will auto-populate. Then select the permissions over the document you wish that user to have (View, Comment, Edit):
Note: Users who are fully licensed Document Management users will have edit rights over the agency’s documents.
Repeat these steps until you have invited all desired users, then click Invite:
An email will be sent to the user notifying them you have shared the document with them.
You can revoke this access any time a document is not in a review cycle by clicking Remove. You can also send a link to the document by clicking Send Link:
Sometimes, you might want to collaborate with someone who is not a PlanetBids user. You can invite an adjunct user to View, Comment, or Edit the document. To do this, repeat the steps above by clicking Share and Add New Collaborator. Enter their Email Address, First Name, Last Name, and select the permission you wish them to have over the document, and click Invite:
The user will receive an email notification informing them of this and will be provided with instructions to complete the creation of their free account.
Adjunct users will only have permission to view (or comment/edit) the specific documents to which they have been manually invited. For more information on roles and permissions, please read Document Management Roles and Permissions.