×
Menu
RM Workspace Help

Records shared BY me

 
 
From the left side navigation bar, in the Collaboration section, you can access a list of records you have shared with other users and/or RM Workspace groups.
 
Records shared BY me
 
1

Records shared BY me

Click to view your 'Records shared by me' screen.
2

Records shared BY me screen

This screen displays information on records you have shared with other users and/or groups.
3

Record & functions

Apart from displaying the record number, title, type and edit status, the usual record functions are available eg: click on the record's title to open the record read-only.  If you select the record using the select checkbox the Actions menu will expand for use as usual.
4

Record share information

This section provides the detail on users and/or groups with whom you shared the record and the date on which you shared it.
5

Share comment

The comment field enables you to provide information when sharing the record; for instance you may give your reason for sharing the record or you may wish to draw attention to a specific area of the document.
6

Edit record share

As the record 'share-er', by using the 'Edit' option, you can share the record with additional users and/or groups or remove some 'share-ees'.  You can also edit the share comment.
7

Remove shared record

When you longer wish to share a record, you can use the delete icon to cease sharing the record.  This will remove the record from the  'Records shared with me' screens and/or 'Shared with group' portlets of all 'share-ees'.
 
Tip: There is no way to tell that a record has been shared other than by its appearance in 'Records shared by me' or 'Records shared with me' screens or in a 'Shared with group' portlet.