Overview
| Excerpt |
|---|
In this section, you can make the document private (visible only by you) and share hit with other Users |
Table of content
| Table of Contents | ||||
|---|---|---|---|---|
|
Step-By-Step
Status colour Blue title Step 1
Account Detail Document “ADD-000000343” . eg.“ADD-000000343”
1- Tick box “Is Private”
2- Fill Description
3- In View menu Type, Select “Audit” eg.“Audit”
4- Click on Save
Status colour Blue title Step 2
The document is private, it is visible only by the Owner.
If you want to share it with other users
1- Account Detail Document Detail, Click on Sharing
| Status | ||||
|---|---|---|---|---|
|
Account => the buyer name is automatically fill in this square ” X COMPOUND”
1- Type => Put manager in" Chosen “
2- User => fill the name “Click on the magnificer at the right of the "User" Field
3- Select the Buyer
4-Save
Click on “Add"
Status colour Blue title Step 5
Step 5 Description
1- In View menu Search Select “User”
2- Choose a name and click on the right arrow to add it in the column "Share with".
3- In View menu Access Level select “Read only or Read/Write”
4- Click on save
Need help?
Status colour Blue title Step 6
Step 6 Description
| Include Page | ||||
|---|---|---|---|---|
|
Status colour Blue title Step 8
Step 8 Description
| Viewtracker | ||
|---|---|---|
|