The send feature allows you to send files directly from the Documents module to individuals who are not licensed e-Builder users or to license holders who do not have access to specific folders on the project. Files can be sent via email. You can also notify internal users of files by choosing the notify option. This sends users the name of the files and a link to where the files can be retrieved in e-Builder. You can send / notify a single file or a group of files located in the same folder.
To send files or notify users
- Go to the Project Documents page.
- Navigate to and select the check box next to the files you want to send.
- Click the Send link located above the file list.
- Select a method for sending:
- Email: Email files to internal or external project participants
- Notify: Notify internal project participants
- Click Next.
- Complete all necessary fields.
- Click Send.
Tip
When sending an email, use your keyboard to auto-fill and select the desired email addresses. Begin typing the recipient's name or email address, then use the arrows to highlight the email of choice, and then click Tab to make the selection.