Share an item in a message

Share an item so the people in a topic can see exactly what you mean.

Steps

1. Open the project's Messages tab and click a topic.
2. Click Share an item next to the message box.
3. Choose Procurement item, a drawing or a file.
4. Search in Search… and click the item. For a drawing, open the package, then pick a drawing or Share the whole package.
5. Send the message.

What happens next

• The item appears in the topic as a card.
• Sharing into a topic that clients are in makes the item visible in their portal.

Good to know

• Procurement item and the file option only show when the project shares procurement and files with its client. See Choose what the portals show.
• Drawings can only be shared by the project lead, the design lead or a studio admin, and only when the package is ready: approved, checklist complete and every review comment done.
• Restricted files can't be shared in a message.
• Procurement cards show the item's total price. Check this before you share one with a client or contractor.
• If you see Nothing available to share., there is nothing of that type you can share here.