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Overview


Excerpt

Convergence Contract Workspaces allow you to share information with your colleagues, already using Convergence, as well as collaborating with them on common projects.

To achieve that you can :

  • Give access Enable your colleagues to edit your Contract Workspaces to colleagues in edit mode so they can work along with you
  • Share private attachments only with specific people
  • And still use the Chatter to work and collaborate in an efficient and fluid way !

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Enable people to collaborate on your Contract Workspaces


Convergence allows you to give access to your Contract Workspaces to colleagues in edit mode so they can work along with you.

 

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Access your Contract Workspace and click on the “Sharing” button

 

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On the next screen is displayed the list of user and group sharing of your contract workspace.

To add somebody enter the name in the "User Name" field and click on the “Add” “Create new Sharing” button

 

 

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Choose the "Access Level" "Edit" if you want your colleagues StatuscolourBluetitleStep 3If you are looking for a specific person to be able to work with you on update your Contract Workspace, select le value “Users” in the search dropdown list and then enter the name of this one in the “for:” field

Eventually you can add or remove people from the “Share with” list and give them a “Read/Write” access level

Once your selection is done, do not forget to save it by clicking on the “Save” buttonor "Read" if you want them to be able to access it only, in case of a private contract.

 

 

 

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Share private attachments


As we have seen earlier you can make your Contract Workspace’s attachment private. By doing so, you are the only one who can access it. You can also share it with only specific people.

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Access you Contract Workspace and click on the “Sharing” “Share” button of its "Attachment Console" tab

 

 

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Enter the name of the person you want to share your private file with in the “User” field and then click on the lookup icon press the Enter key to find.

Then click on the name to select the person.

 

 

 

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Once you are done, click on the “Add share” button. The person you selected will be added to the “View Private Files” list of your Contract Workspace with the type “Manual Sharing”

Once your list is up to date you can use the “Go Back” button which will bring you back to your Contract Workspace


 

 

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