Set Up Shared Folders

Perform the following steps to set up shared folders on Info Exchange.

1. From the Project Files activity center, navigate to the parent directory of the folder you wish to share.
2. Right-click on the folder and select Info Exchange > Create Shared Folder.
   • This will open the Create Shared Folder dialog box.

Tips when setting up shared folders

It is recommended you be a member of the project team. To add a new member to the project team, please see Add New Project Team Members.

Users will have the best experience if they have access to the project on Info Exchange. To grant access to the project on Info Exchange to project team members, please see Add New Project Team Members.

The shared folder’s Upload Options must be configured to allow users to create and rename subfolders, and to drag and drop files to shared folders. For information on configuring shared folder upload options, please see the Create Shared Folder dialog box.