Share a Document Collection

Background

Share your SiteLine collections with external collaborators who don't have a VueOps account. Now your subcontractors, colleagues, or partners can seamlessly access and collaborate on asset and location information without the need for a SiteLine login.

Required User Permissions

All users can Share a Document Collection.

Steps

1. Navigate to the Documents Homepage.
2. Click ‘Manage’ in the top right-hand corner of the screen.
3. Click ‘Collections’.
4. Click the three dots next to the Collection you want to Share.
5. Click ‘Share’.
6. A pop-up will appear. Use the toggle to create a sharing link.
7. Select an expiration date for your link. 
8. Share your Collection with contacts outside of SiteLine by either:
   1. Copying the link - clicking 'Copy' will add the link to your clipboard so you can paste it wherever you need.
   2. Emailing the link - clicking 'Email link' will display a pop-up where you can send the link to contacts outside of SiteLine. Add email addresses and a message and click 'Send'.
9. A Confirmation message will appear.

Additional Information

Documents in a Shared Collection are accessible to anyone with the link. 

Contacts who have a SiteLine account will be prompted to login when clicking on a link to a Shared Document Collection. Contacts who do not have a SiteLine account will need to provide their email address so we can identify who has opened the Collection.