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 Folders or Albums within the Portal.
  • Copying Albums & Folders takes an exact copy of it at that time and will not update as new Files are added to the original Album or Folder. To continually share new Files, try Share Albums/Folders with ClientLink/TeamLink.

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
  6. Select Visible to All Clients/Subcontractors or select an individual user
    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
  7. Click Copy

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.