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 screen
  • Go to the Access & Location folder, and then the External Sharing section
  • Click on the Add Sharing green plus button, and search for the partner's name in the directory. Set up the Valid until-date and confirm with the Save & View button in the top right corner.
  • The document will be visible for your external partner once they log in to the system