You can use the share option in Managemate to email your board and management team a link to a document, project or other record. The share function is a great way to let your team know what you've been working on, to get feedback or to request approval.
Sharing an existing record
You can share any existing record with other users in your condo’s account.
For example, if you’re reviewing an invoice and want to share it with another board member so they can review it with you, use the share option to send them a link to the invoice, so they can have a look on their end.
Sharing an existing record by email
To share a document or other record by email, first navigate to the "view" page of the record you would like to share.
Click the “Share” icon in the top right hand corner.
In the share popup that opens, click in the “Users” input and start typing the name of a user in your account to see a list of suggestions.
Select the users from the list who you want to share the record with.
You can optionally add a message by clicking in-line in the "message” input. The message you put will show up in the body text of the email you are sending.
Click "send" to share your record.
Copying a link from a record.
To share a document or other record by copying the link, first navigate to the view page for the record you are intending to share.
Click the green share icon in the top right hand corner. In the share popup that opens, click “Copy Link”.
Share the link with other users by pasting it in another app on your device or pasting it in
an email.
FAQs
Who can I share with?
Documents and other records can be shared with individual users in your account. If a user doesn’t have permissions to view the record, they won’t be able to access it.
Sharing with external users is currently not available
Are all users who I select as recipients copied on the email?
No. Each user selected as a recipient will receive their own email with a link to the record and your message.
How can users provide feedback on the record that I shared?
There are a number of ways a user can provide feedback on a record that has been shared with them. For example:
For all record types, a user can add a “Note” to the record. This includes document, invoice, project and vendor records. All users with permissions to see that record will be able to see the notes.
In activities, users can share status updates to let the team know of any changes happening to the task or event.
For documents, a user can also update the “description” of the document, to share feedback.
For invoices, a user can also update the “description” of the invoice or they can “approve” or “decline” the invoice if they have been selected as reviewers.
For projects, a user can also update the “scope”, “objective”, “description” or other fields like “activities”, to provide feedback or more generally, keep the project up to date.