Send a drawing package to the client

Before you start

• You need to be the project lead, the design lead or a studio admin.
• The package must be Approved or Issued.
• The issue checklist must be complete, and every review comment on its drawings marked done.
• The project needs a client.

Steps

1. Open the package.
2. Click Send to client at the bottom, or on the Access tab.

What happens next

• The package goes to the primary client and every secondary client on the project.
• Each client gets a portal notification, and an email at their next send time if they have not read it.
• The Access tab lists each client as Primary or Secondary, with Viewed or Not viewed.

Good to know

• If the button is greyed out, the package shows what is still in the way under Before sharing with the client or contractor:, such as Not approved yet, the checklist count or the number of review comments open.
• You can't choose one client. To share with a client added later, click Re-share with all. Only clients who did not have it yet are notified.
• If the project has no client, you see This project has no client to share with.