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How to manage individual data rooms for clients using the Documents app?

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Lucie Allard (lual)

Use case description : I want a space where I can share photos with customers and where they can share photos with me. It should also be possible to allow users who don't have access to the Documents module to share photos with clients.

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Lucie Allard (lual)
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Using the Documents app you can create a workspace for a client and then generate a URL from it. Any documents added in the URL will be displayed in the workspace in the Documents app. When generating the URL, allowing uploads (debug mode) will allow uploads as well in the “data room”.


This can be useful for several purposes : if you want some people to be able to share some documents with the client without actually having access to the documents module (the link of the URL can be shared on the project task related to the client for an easy usage). Or if you want your client to also be able to share documents with you. 


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