New Share Features
Our share screen has been updated!It's now easier to use than ever, while giving you greater flexibility over what and how you choose to share.
Old Share Screen
Previously on the old share screen, you were limited in your options. As you can see in the screenshot below, you could:
- Enter an email into the text box
- Select an email from the suggestions list
- Write a message
And in order to share via a generated link, you had to click on 'show advanced options'. Here you could also see the history of sharing for that item.
New Share Screen
You'll notice below that the new share screen is more sleek and compact, but has added functions. The share screen now provides you the option to:
- Share via link without the need to generate or open advanced options
- Choose your from address
- Manually enter the email/s you would like to send the item to
- Select an email from the suggestions list
- Add a subject for the email
- Enter your message, and use the WYSIWYG editor to alter the formatting and appearance of the text
- Add attachments, on top of the item you're sharing
- Create a copy of the email in the job's notes.
If you have any issues or feedback while using the new share features, please make sure to let us know by using the live chat.
Recommended posts
Here's some related posts.
.png)
Streamline your Admin Processes with Trak’s Advanced Timesheet Features
Trak's Advanced Timesheet Features let you now automatically round your hours, add unpaid breaks and edit timesheet entries in bulk.
Save Time By Turning Quotes into Orders Instantly with Trak
With Trak, you can turn your quotes into Material Orders in seconds with a few simple button presses to significantly cut down admin time.
.png)
Track your Work and Get Paid Easily with Trak’s Day Dockets Feature
Trying to manage all of your work on a job site, as well as your team and all while keeping on top of your quoting and expenses can be a difficult juggling act. Make it much simpler with Trak’s Day Docket’s feature.