How to share files with an owner from a portfolio & how to share files with an owner from a bill
This article will show you how to share files with owners from the portfolio view and also show you how to share a file from a bill to an owner
How to Share a File With An Owner From A Portfolio
How to Share a File With An Owner From A Bill
How to Share a File With An Owner From A Portfolio
From the dashboard view of Rentvine, click on the Portfolio dropdown on the left-hand side and click Portfolios
Select the portfolio that you would like to work in
Once you are in that portfolio, click on the Files tab
In the Files section, you will notice that any file that is not shared with the owner will have ‘----’ under the ‘Shared’ column
Locate the file you would like to share and click the ellipsis button on the right
Click on the Share With Owner button at the bottom of the list
A prompt will appear that will ask you if you are sure you would like to share that file. It will also ask if you want to send an email notification that you have shared the file. If you leave that toggle option turned on/green, the owner will receive an email notifying them that you shared the file. They can then log in to their portal and view the file. If you turn that toggle option off/grey, the owner will not receive the email that you shared the file, but they can still log into their portal to view the file.
After deciding whether to send an email notification, click the Yes, Share button to send the file to the owner's File section in their portal
How to Share a File With An Owner From A Bill
From the dashboard view of Rentvine, click on Accounting from the left navigation menu. Then click on Money Out from the dropdown menu.
Select the Bill that you would like to work on
Once you are in that Bill, click on the Files tab
In the Files section, you will notice that any file that is not shared with the owner will have ‘not shared’ under the ‘Shared’ column
Locate the file you would like to share and click the ellipsis button on the right
Click on the Share With Owner button at the bottom of the list
A prompt will appear that will ask you if you are sure you would like to share that file. It will also ask if you want to send an email notification that you have shared the file. If you leave that toggle option turned on/green, the owner will receive an email notifying them that you shared the file. They can then log in to their portal and view the file. If you turn that toggle option off/grey, the owner will not receive the email that you shared the file, but they can still log into their portal to view the file.
After deciding whether to send an email notification, click the Yes, Share button to send the file to the owner's File section in their portal.