Sharing Pro 3.0 User's guide
Click CUSTOMIZE to: choose the sender of the subscription messages, enable or disable alerts on your messaging system, add your logo, define the welcome on each guest screen (a text and a photo). Save.
Dashboard :Add a space
Click + 1 SPACE. Indicate the name of the space, duplicate from another space if necessary the titles of the folders in the new space (with or without their contents). Choose the rights of the guests of this space:
* Minimum rights: consult and download the content of the space (except blocked documents).
* Intermediate rights: minimum rights + ask you questions
* Extended rights: intermediate rights + loading documents
You can unfold the advanced functions to specify the type of addition made by a guest: shared collection (the addition is visible to the other guests) or partitioned collection (the addition is invisible to the other guests). Decide if the space is a classic space or a Space + to add a watermark or block the download of documents (possibly modify the text of the watermark block). Validate.
Allows you to :
-modify your subscription information (email, first and last name of the subscriber, billing email and address), change the payment method or change your credit card, change your password, consult the general terms and conditions, cancel your subscription.
- follow your consumption with a summary of the use of the subscription. Click on COLLECT ALL USERS to get the list of users of the subscription (guest(s) and administrator(s)) with their space(s).
- View the next billing date and the applicable scale.
Search for a space
Allows you to display the management screen of any space in your subscription.
List of spaces
Displays the list of spaces in chronological order. For each one, click on the pencil to change its name, on the trashcan to delete the space(s). Click on the button of each space to access its management screen.
Create folders for filing documents from the space
Click DOCUMENT FILING FILES to create one or more top-level folders. Validate. The folders appear on the space management screen with a CREATE SUB-FOLDER button to click to create sub-folders to this folder (then sub-sub-folders, etc...). You can change the order in which the folders are classified by clicking DOCUMENT FILING FILES: drag and drop the folder concerned then validate the moves.
Ajouter un message ou des documents à l’espace
Add a confidential message to a single guest in the space
Add a guest to the space
Click GUEST then ADD GUEST(S) to open access to the space. Indicate his email and optionally his first name, last name and organization. Click ADD ANOTHER GUEST to add several guests. Choose if your guest will have screens in French or in English. Enter his invitation message and save it as a standard welcome email for future guest invitations in your subscription. Invite.
Add an Administrator to the space
Click ADMINISTRATORS then ADD ADMINISTRATOR to create an administrator to the space. The space administrator has access to all space control buttons. Indicate his name/name/email, optionally the organization. Enter his invitation message and save it as a sample email for future administrator invitations in your subscription. Invite.
View/edit/delete a message
The messages exchanged are classified in chronological order and each addition is signed and time-stamped. To visualize the messages, click on the green arrow then on the green arrow of the concerned message to visualize the detail of the message and to access the attached documents. To resume a Draft message, click on B. To delete a message, select the concerned message then click on the trash can.
View / edit a document
Delete/Download/Edit multiple documents
Select the documents concerned, click on the "cogwheel" picto and then,
Recover the entire content of the space by protected zipped file
Click COLLECT ALL SPACE to send all messages and documents from the space as a password-protected zipped file (useful before deleting a space).
Modify the space
Click on EDIT to change the name of the group or space, guest rights, advanced features with the type of addition made by a guest (shared or partitioned collection) and the watermark text.
Create a linked space
A linked space is a space whose management is grouped with one or more other spaces. These linked spaces have their specific name and share a group name (it is automatically the name of the first space to which the others have been linked - you can change it). Linked spaces share the same top banner with their specific names to easily switch from one to the other (the order can be changed by dragging). The management of their accesses is integrated (from the INVITES button); their accesses can be different.
Driving your guests
Click INVITES. Pilot the guest accesses with the pictograms: clicking on the red picto turns it to green and gives the guest access to the space concerned (the reverse deletes the existing access), but only after SAVE MODIFICATIONS. You send an invitation message (click ADD WITH MESSAGE) or you invite without a new invitation message (click ADD WITHOUT MESSAGE). A green picto tells you if your guest has logged in or not. Click on the pencil to change his name, first name or organization and on the trash can to delete a guest on all the spaces of the subscription.
Manage your administrators
Click ADMINISTRATORS. Pilot the administrator accesses with the pictograms: clicking on the red picto turns it to green and gives the administrator access to the concerned space (the reverse removes the existing access), but only after SAVE MODIFICATIONS. Click on the pencil to modify the name, first name, organization or email of an administrator on all the spaces he administers. Click on the trash can to delete an administrator on all spaces of the subscription.
Delete a space
Click DELETE SPACE to permanently delete an entire space. The deletion is guaranteed and there is no possibility to recover its content.