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
Select Save.

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