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:
- Create an external partner card how to create a new partner's card
- Create an external partner contact person account with system access how to create a new partner contact and access
- 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