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Topic: Document Sharing |

Forum Forums Sharing your Estimate Document Sharing

This topic contains 5 replies, has 3 voices, and was last updated by admin admin 3 years, 11 months ago.

Viewing 6 posts - 1 through 6 (of 6 total)
  • Author
    Posts
  • Madeline Lovitz
    Madeline Lovitz
    Participant

    How does the share functionality work?

    admin
    admin
    Keymaster

    Once the estimate is built, you can share the scope document with other employees or stakeholders. The share button will send the scope to the user’s inbox and there are two share options: to review and to approve. With both options, the user can add comments.

    Straight Derrrek
    Straight Derrrek
    Participant

    Can users add comments if they are not paid members of Quick FPA?

    admin
    admin
    Keymaster

    Yes. Anyone who has been shared the scope will have access to add a review comment. However they will not have access to other areas of the site.

    Madeline Lovitz
    Madeline Lovitz
    Participant

    Where do the comments go?

    admin
    admin
    Keymaster

    The comments will show up in the user’s dashboard as a notification and when you click on the notification it will take the user to view all project comments and allow him to return to the project to make any adjustments if necessary. All comments for a project will show as the last tab in the project wizard.

Viewing 6 posts - 1 through 6 (of 6 total)

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