Copy Albums/Folders to the Portal

OBJECTIVE

 To copy Albums or Folders, as well as Individual Files or Images, to the Portal

BACKGROUND

Give your Team access to important Files & Images by copying them to the ClientLink/TeamLink Portal. If a File is too large to send as an email attachment, copying it to the Portal ensures your project team can access it. Keep in mind when copying Albums & Folders that it will be an exact copy of the Album/Folder at that time and will not update as new Files & Images are added.

THINGS TO CONSIDER

  • Files & Images downloaded through the shared link are not tracked or logged by ConstructionOnline.
  • ClientLink/TeamLink users must have the "Recent Files" or "Recent Photos" Permissions checked to see Files & Images within the Portal.
  • Copying Albums & Folders takes an exact copy of it at that time, and will not update as new Files & Images are added to the original Album/Folder. To continually share new Files/Images, try Share Albums/Folders to the Portal.

STEPS TO COPY ALBUMS/FOLDERS TO THE PORTAL

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Files tab
  3. Right-click on the desired Album/Folder, or Individual File/Image

  4. Click Copy to ClientLink/TeamLink
  5. Choose the Destination to send the Copy
    1. Select Visible to All Clients/Subcontractors or select an individual user
      1. Highlight the gray bar to copy the File without putting it in an existing Album/Folder OR select a preferred Album/Folder
  6. Click Copy


VIDEO

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