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Share files with a contractor

Give a contractor on the project access to files in their portal, and take it away again.

Who can do this: admins and managersUpdated

Contractors only see the files you share with them, and each contractor's list is separate. You can share from the Files tab or from the contractor's card.

Before you start

  • The contractor must already be on the project, on the Contractors tab. Only contractors on the project are listed.
  • There is no message to fill in that reaches them: anything typed in the share box isn't passed on. To explain what you've shared, use their topic in Messages.

Share from the Files tab

  1. Open the item's … menu and choose Share to contractor. For several items, tick them and click Share to contractor in the bar.
  2. Tick one or more contractors.
  3. Click Share with the number of contractors.

Share from a contractor's card

  1. Open the project's Contractors tab and click Share files on the contractor.
  2. Files opens in sharing mode, with a banner saying who you are sharing with. Tick the files and folders to share, opening folders as needed.
  3. Click Share selected.

What happens next

  • The contractor can open the items on their Files page. The items show a contractor badge on your Files tab.
  • The contractor's card lists them under Shared files, each marked Viewed or Not viewed.
  • For each newly shared item, the contractor gets a portal notification. If they haven't read it, it goes in one email at their next send time: about 08:00, 12:00 or 16:00 on weekdays, in your studio's time zone.

Take access away

  1. Open the item's … menu, choose Info, then Sharing & access.
  2. Under Contractors, click Revoke next to the contractor.

Good to know

  • Items already shared with a contractor are skipped.
  • A new version of a shared file is visible to the contractor as soon as you upload it.