How to Bulk Share the documents in Apptivo?

Updated on June 9, 2021 10:58PM by Admin

The customer app allows you to store all information relating to your customers. These files can be attached to the related customer records. It allows you to share documents with your employees. Additionally, you can share multiple documents by using the bulk action on the Documents.

The only condition is that you need to upgrade to either premium or enterprise version.

Steps to Share Attach Files to the Customer Record

  • Log in and access the Customers app in your universal navigation menu bar.
  • Click on the "More(...)" icon to overview customer information.

  • Navigate to the “Documents” tab in the selected customer.
Overview Page

  • All the files uploaded relating to the customers will be shown under this tab. Select the document by clicking on the select icon.
Documents Tab

  • Then, click on the Bulk Actions and select the Share option.
Bulk Actions

  • In the Share Settings popup, you can view the selected files name and “Share With” option.
  • Click on the Search icon to select and add the employee.
Share Settings

  • You can also select multiple employees as per your preferences.
Search and select

  • Enter the message and click on the Share button.

  • The selected document will be shared with the added employees.

  • The employee will be notified through email along with the shared message.
Email Notification

  • The employee can view the document from their login under the document tab of the selected customer.
Employee Login