Step-By-Step
Status colour Blue title Step 1
When creating an Internal Visit, tick the "Private" checkbox in the Information section
.
.
.
.
.
.
.
.
.
.
.
.
For an already existing Internal Visit, open it and :Open a Visit minute with "Edit" button eg.VM-000009
1- Tick box “Is Private”
2- Click on the “Save” button
Status colour Blue title Step 2
The document Your Internal Visit is now private, visible only by the Owner.
In order to share it with other user :
1- from the Visit Minute Detail, Click onclick on the "Sharing"
button
| Status | ||||
|---|---|---|---|---|
|
Type the name of the person you want to share your Internal Visit with in the “User Name" field and select it
Status colour Blue title Step 4
1-
In View menu Search Select “User”2- Choose a user name and click on the right arrow to add them in the "Share with". Choose a "Read" Access Level if you want your colleagues to only display your Visit Minutes, or "Edit" one if you want them to be able to edit it
2- Press the "Create new sharing" button
Need help?
