How to view shared documents in Apptivo?

Updated on September 9, 2020 05:47AM by Admin

Apptivo Documents enables users to upload documents from multiple platforms. These documents can be shared with any employees in your business. These shared documents will be available in a separate folder for the user with whom the documents are shared.

  • Consider a document is shared by Caroline Forbes from Apptivo Documents.
Documents Apptivo

  • On clicking the Share icon, the “Share Folder Settings” popup will come into view.
  • Here, Caroline can choose the employee or team with whom the document is shared. In addition, Caroline can also customize the email that will be sent to the recipient. Here, an employee.
Share Folder

  • On clicking the share button, the employee will receive an email.
Email

  • The document will be available in the Shared Folder section of Apptivo Documents.
Shared Folder