Share documents with partner companies and link company documents to a job.
Companies shows your connected companies and their status. Click a company to see its details, documents and jobs.
Connection document | Company document | |
Example | Service agreement | Insurance certificate |
Belongs to | The connection between two companies | One company |
Who can see it | The two connected companies, once the connection is Accepted | Your company. A connected company sees it when you link it to the connection, or when you make it public. |
Step 1: Share a connection document
Open Companies, select the company and go to its Documents tab. Select Add document, then Connection document, and upload the file.
The Documents tab of a company holds the documents you share with that connection.
Step 2: Share a company document
An admin uploads the file in Company Docs. Only admins see this page. Then open the company in Companies, go to Documents, select Add document, then Company document, and pick the file.
Step 3: Link a company document to a job
Open the job and go to Documents. Select Link Company Document and pick the document. Only the company that owns the job sees this button.
If the job has a share link, the client can download the document from the share page. Only jobs your company created have a share link.