How can I share an event internally?

iSource is a collaborative tool that enables sharing internally both with your team & with your internal client.

You can share both Full Source & Quick Source events.


A. Sharing a Full Source event:


Access "My Events" and on the given event, access the "Action" button on the left side of the page.

A drop-down menu will appear from which you can select "Share Event".



A pop-up window will be displayed from which you can select the users you want to share the event with and once selected "Apply" your choice.

The event will be shared with the selected users and they will receive an email notification from the tool.



B. Sharing a Quick Source event:


Access the Quick Source module through the Hamburger Menu or the push button on "My Events" page.

On the QuickSource page, you have two options to share an event.


Option 1:

  1. Use the 3 dots button to see your actions menu
  2. Use "Add a Collaborator"
  3. Type your collaborator address to find the contact you are looking for & "Add" them to your QuickSource request.

Option 2:

  1. When you create the inquiry or when accessing it you can "invite internal collaborators" 
  2. Type in their email address and add them by clicking on the "+" button.