Share documents with colleagues, groups or partner organisations. Three permission levels.
On the eConnect platform you can share documents and invoices with other users, both within your own environment and with external parties via a partnership. This is useful for collaborating with colleagues, accountants or clients.
You can share documents with individual users or groups. When sharing you choose one of three permission levels:
Sharing is available from multiple locations: Documents, Inbox IN and Inbox OUT. Select the document or folder you want to share, choose the recipient and the permission level.
To share documents with users outside your own environment, for example with your accountant, a partnership is required. A partnership connects two eConnect environments, allowing users from both environments to exchange documents.
Both parties must be an advanced user or administrator. The partnership feature must be available in the subscription (minimum Basic).
Go to Partners > Find partners and send a relationship request.
The other party receives an email and accepts the request.
After acceptance you can add members to each other's organisations.
After setting up the partnership you can share documents with users in the partner environment, in the same way as you share documents with internal colleagues.
For managing partnerships the relationship manager role is required. Make sure at least one user in your environment has this role.
If you regularly share documents with the same group of people, you can create a group. Add the desired users to the group and share documents with the entire group at once. This saves time and ensures nobody is overlooked.
Want to know more about partnerships and collaborating with accountants? Read more in the Intermediaries section.
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