Documents and designs
Invite your architect or designer to a project
Open the project's Documents tab and, under Outside designers, click Invite. Enter their name and email and click Send invite. They can upload drawings and renderings, post new versions and attach them to the project's tasks, but never see prices, comments, your team or other projects. They don't take a seat.
- Open the project and choose the Documents tab (under More on commercial projects).
- In Outside designers, click Invite (or Invite a designer if there's nobody yet).
- Enter their Name and Email. They sign in with this email, so use the one they check.
- Click Send invite. They get an email with a link that lasts 14 days. While it's pending, Copy invite link next to their name copies it, so you can also send it yourself.
Office and up can invite designers. Each invite is for one project, and designers don't take a seat. Someone who works for you should join your team instead: see Invite your team.
What they can do
- See this project's documents and every version.
- Upload new documents and post new versions.
- Attach documents to this project's tasks. They see task names and dates for that, nothing more.
- Rename or archive the documents they added.
Their uploads carry a Designer badge in your list.
What they don't see
Prices, comments, your team, the schedule's details, your company library and your other projects. Once a project is archived, they can't upload to it anymore.
Resend or remove
Open the … menu next to their name. Send a new invite replaces an expired link. Remove access cuts them off right away, and the documents they uploaded stay on the project. To undo it, open Removed and click Give access again.
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Related articles
- A builder invited you to share designsOpen the invite email and click the link. Choose Create my login if you're new, or I already have one, using the email the invite was sent to. The project opens on its documents, where you upload drawings, post new versions and attach them to the tasks they're for.
- Who can see and change documentsOwners, Admins and Office see every document. Field users and Viewers see the company library and the documents on projects they're on, and Field users can upload there. Outside designers see only their project's documents. Clients don't see documents at all.
- Invite your client to the portalOpen the project's Client tab (Owner on commercial projects), click Invite, and enter your client's name and email. They get an email with a link to follow the job. Clients don't take a seat, and the link lasts 14 days.
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