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How to share documents?
Updated over 2 months ago

Documents can be downloaded or sent to a third party by email.

Multiple selection is available by holding down the CTRL key or by selecting all documents with the shortcut CTRL+A (or CMD and CMD+A on MacOs).


Download documents

  • Click on the space (“My documents”, “Companies”, or “Users”)

  • Select the folder

  • Select the documents

  • Click on the “

    Download” button

Sending documents by email

Documents can be emailed directly from the application

The recipient will receive an email with a link to download the transmitted documents.

This link is valid for 7 days. After this period, the documents will no longer be available.

  • Click on the desired space (“My documents”, “Companies”, or “Users”)

  • Select the folder

  • Select the documents

  • Click on the “

    Send by email” button

  • Inform:

    • the recipient’s email address

    • the subject of the mail

    • the message to be transmitted

  • Click on “Send

The e-mail can be intended for an external person who does not have access to the portal.

Multiple selection

To send several documents at the same time:

  • Click on the desired space (“My documents”, “Companies”, or “Users”)

  • Select the folder

  • Select the documents by holding down the CTRL key or with the keyboard shortcut CTRL+A (or CMD and CMD+A on MacOs)

  • Click on the “

    ” button

  • Inform:

    • the recipient’s email address

    • the subject of the mail

    • the message to be transmitted

  • Click on “Send

This link is valid for 7 days. After this period, the documents will no longer be available.

Sending the content of a folder by e-mail

To send all the files in a folder by e-mail:

  • Click on the folder to send

  • Click on the “

    Send by email” button

  • Inform:

    • the recipient’s email address

    • the subject of the mail

    • the message to be transmitted

  • Click on “Send

This link is valid for 7 days. After this period, the documents will no longer be available.

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