Share your Structure with a client or colleague

Juristic makes it easy to collaborate by sharing your Structure with colleagues or clients. Whether you need feedback or want to finalise a project, the sharing feature allows both internal and external parties to contribute efficiently.

How to Share Your Structure

Step 1: Initiate Sharing

1. Go to the "Share" button located in the top-right corner of your screen.
2. Choose whether you want to share Internally or Externally.

2. Internal Sharing

Purpose: Share within your organisation for seamless collaboration.

• Users will have access to both the Structure and associated case.

Steps:

1. Select Internal sharing.
2. Choose the colleague(s) you want to share with by selecting their name from the dropdown.
3. Add any comments to provide context or instructions.
4. Click Share.

3. External Sharing

Purpose: Share with clients or external stakeholders without requiring a Juristic licence.

Key Features:

• External users will only have access to the specific Structure or Whiteboard you share.
• Optionally, allow external users to make changes.

Steps:

1. Select External sharing.
2. Enter the external collaborator's name, email, and phone number.
3. (Optional) Enable Permit to make changes if you want the user to edit the Structure.
4. Click Share.

Important: When sharing externally, ensure the Workspace’s sensitivity is considered, as access is controlled via an autogenerated password.