The share button will allow you to share the selected project or folders with any email recipient. Sharing is the best way to track recipient views.
- Select the project or folder you would like to share.
- Select the 'Share' button.
- You will get a pop-up with the share template options below.
- You can enter emails manually and/or select from the project team list.
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- List recipients in email - If you want the recipient to know who else this email has gone to.
- Send as HTML email - Sending the email as HTML Rich Text versus plain text.
- Notify when viewed - Get an email every time someone accesses the get link.
- Enable forward links - Anyone with the get link can open the link and click the forward option to forward to other recipients that will show in the reports as a unique view.
- Allow approvals - Allow recipient of this email to make approval marks.
- Allow comments - Allow recipient to make comments in the project presentation.