×
Menu
RM Workspace Help

Records shared WITH me

 
From the left side navigation bar, in the Collaboration section, you can access the details of records shared with you by other users.
 
Records shared WITH me
 
1

Records shared WITH me

In the left side navigation bar in the Collaboration section, click on 'Shared with me' to view the 'Records shared with me' screen.
If records have been shared with you since the last time you visited this screen, the number of 'new' shared records will be displayed in brackets to the right of the 'Shared with me' link in the left side navigation bar.
2

Records shared WITH me

This screen displays information on records other users have shared with you.
3

Record information

Apart from displaying the record number, title, type and edit status, the usual 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 of who shared the record with you, information on other users and/or groups with whom the record was shared and the date on which the 'share-er' first shared the record.
5

Share comment

The comment field enables the 'share-er' to provide information when sharing the record; for instance they may give their reason for the share or may wish to draw attention to a specific area of a document.
6

Remove shared record

When you longer wish to have the shared record listed on your 'Records shared with me' screen, you can use the remove record share icon to clear it from your screen.
 
This does not affect the record share for any other users or groups. If however, you are the only 'share-ee', removing the record from your 'Records shared with me' screen will also remove it from the 'share-er's' ' Records shared by me' screen.