Oct 1, 2020 11:25:34 AM
pie
Sep 15, 2019 10:10:52 PM
How Do I Share Documents With My Team?
Plan For Forever is great to use individually, however the platform is designed to share information with your team as well. In order to send a document like a seating chart, venue list, or even a picture, you can always share it.
Sharing allows you to:
- Share with account holders
- Share with external recipients
- Split up work loads
- Assign tasks
- Reduces planning time
Go to the Share button and click on it. From there, you can decide to share Internally or Externally. An internal share will notify someone within your account to view that document themselves in their own account. An external share is when you want to send a document to someone outside of your account or to somebody's personal email account.
After you choose which type of share you want, then you proceed to choose the individual you would like, or insert their personal email.