Sharing allows you to delegate jobs to other companies to assign workers.
To share a job with another company first create the job then, from the action menu select Share Job.
Select the recipient:
- Enter the email address or phone number of the user you would like to delegate this job to OR
- Select the search icon and select a recipient from your Docketbook address book.
Select the permission:
- Viewer - grants the recipient read access to the job and subsequent dockets
- Forwarder - allows the recipient to assign people to the job but not edit the job
- Editor - gives the recipient permissions to edit the job.
Select Add. The list of recipients and permissions will be updated