Sharing Documents with External Users via Email or OneDrive

You can share one or more documents with external users via Email or via OneDrive.

Sharing Documents via OneDrive

For information on sharing documents via OneDrive, refer to Sharing Documents via OneDrive and to the section Collaborate.

Sharing Documents via Email

You can send one or more documents as an attachment to an email. This is either in their native form or as PDF attachments. This is Sharing via OneDrive is only available for practices on the "Pro" plan.

If your practice is on the "Pro" plan, this is done by selecting one or more documents and clicking the Share button and setting Send Attachments to "Email".

If your practice is on the "Intermediate" plan, this is done by selecting one or more documents and clicking the Send button.

The underlying email is automatically filed in FYI and a record of the send is shown in the Activity of each document that is sent.

Refer also to Creating an Email by Selecting Attachments in FYI,  Sharing Documents via OneDrive and to Mail Register - Updating the Document Delivery Status as Sent or Received).

Sharing via myproperity - Beta

myprosperity is currently in Beta release. If you are part of the Beta release, you will be able to select myprosperity as the service by which to Send Attachments.

Resending a Document

If you need to resend a document by email at any time, this can be done in the same way and the document will be sent as a new email.

Clearing the Delivery Status

To clear the Delivery Status, and reset this to blank:

1. Select the document to clear.
2. Click the Delivery button.
3. Select Clear.