Sharing documents with communities
Learn how to share documents with specific communities so member trade partners can access, review, and import them to their own Job Docs workspace.
Prerequisites:
- Must be signed in as a Safety Admin.
- Ensure the document is ready for sharing before starting.
- Go to the Job Docs dashboard.
- Select the document you want to share.
- Click the blue Actions button on the right.
- Select the Share button.
- After selecting the Share button, the sharing screen will appear.
- From the drop-down menu, select the communities you want to share the document with.
- You will also see options for Tags and Comments(optional)
Tags help group or filter documents, and Comments add notes others can see. - Click Share.
- Go to the Job Docs dashboard.
- Select the document you want to share.
- Tap the blue Actions button at the bottom.
- Select Share with community.
- After selecting Share with community, the sharing screen will appear.
- From the drop-down menu, select the communities you want to share the document with.
- You will also see options for Tags and Comments(optional)
Tags help group or filter documents, and Comments add notes others can see. - Tap Share.
⚠️ Note
- Share documents only with the relevant communities to keep information organized and targeted.
JD-008