How to share a design with the customer in the portal

Name: Arkon One: How to share a design with the customer in the portal
Duration: 46 s
Description: How to share a design with the customer in the portal. A step-by-step walkthrough of the screens, buttons and fields involved.

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How to share a design with the customer in the portal. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

The design needs a Customer.
On the Overview press Share with customer (or the same button in the Customer sharing tab). Roles that can edit designs can do it.
The portal contact is emailed a link when email is available.

Tip

The customer then sees Designs in the portal: a view-only 3D model of the latest issued revision (or the current design while nothing is issued), the structures, the issued drawings, and can leave comments if their portal user is an account admin. Press View as customer to see exactly what they see, and Stop sharing to hide it.

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