Support Center / General Tips / How to share the document with an external partner

How to share the document with an external partner

TeamGuru enables you to share any of your documents with your external partners.

To share a document with your external partner online, you need to take 3 steps:

  1. Create an external partner card how to create a new partner's card
  2. Create an external partner contact person account with system access how to create a new partner contact and access
  3. Share the document

 

 

Ad 3) Share the document:

  • Go to the document edit screenedit document
  • Go to the External Sharing folderexternal sharing
  • Click on the Add partner button and find your partner's name in the directoryexternal sharing 2
  • Click on Save and Viewsave and view
  • The document will be visible for your external partner once logged in to the system

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