Reckon Insights: Sharing a Folder with another Company

Sharing a Folder with another Company

External shared group must exist

To share a folder with another company, that company must first have created a Group and shared it with your company. This will show up as an External Group.

Set access permissions

When this External Group is clicked on, your company's list of Folders is displayed, and access permissions for the other company can be set.

Create a separate folder

For ease of management it helps to create a separate folder named for each company you are sharing with, and save any content you wish to share to this folder.

Another option is to have one folder that is shared with all external companies.

See also Accessing a Folder another company has Shared.

For more detail on permissions see Granting Folder access to a Group and Removing Folder access from a Group.