Help

Share a Folder

Modified: 10 May 2026 Viewpoint Team Project Management Project Documents Help

You can share a direct link to a Documents folder with project contacts via email notification by going to Projects > Documents > Actions > Share.

In order to share a folder with a contact, the contact must first have permission to access the folder. For details on providing access to a folder, see Set Access to a Folder.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Select the Documents tab.
  3. Select the check box next to the folder you want to share.
  4. Click the Actions button , and then select Share.
    The Share Items window appears.
  5. Select the check box next to the name of a contact to add that person to the recipients list. You can also click in the Search field and begin typing to filter the list of contacts.
    Optionally, to select all project contacts on the list, select Notify All Users.
    Note: Any contacts who do not have permission to view the selected folder will not be listed.

    In addition, distribution groups are not available at this time.

  6. (Optional) Add a comment to be included at the top of the email notification.
  7. Click Share.
Project contacts are notified via email that a folder has been shared with them, and provided a hyperlink to all items included.
Note: You can also share a link to a folder by clicking > Copy Link > Copy. You can then paste this unique Documents folder link into an email or message to share with other team members.
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