Table of content
Step-By-Step
You can make your visit minute confidential, and share it with identified users. |
Open a Visit minute with "Edit" button eg.VM-000009
1- Tick box “Is Private”
2- Click on “Save”
The document is now private, visible only by the Owner.
In order to share it with other user:
1- from the Visit Minute Detail, Click on "Sharing"
Click on “Add"
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".
3- In View menu Access Level select “Read only" or "Read/Write”
4- Click on "Save"
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