Use the share option in managemate to email your board and management team a link to a document, project or other record.

The share option is a great way to let your team know what you've been working on, to get feedback or to request approval.

Sharing a newly created record

Sharing a newly created record by email

The share popup will automatically open after you click the “Create” or “Save” button when creating a new document, invoice, vendor or project record.

In the share popup:

1. Click in the “Users” input and start typing the name of a user in your account to see a list of suggestions.
2. Select the users from the list who you want to share the record with.
3. (Optional) Click in the “Message” input and add a custom message. This message will be added in the body of the email that the user receives.
4. Click “Send”.

Copy a link to a newly created record

In the share popup that opens after you click the “Create” or “Save” button when creating a new record:

1. Click “Copy Link”.

Share the link with other users by pasting it in another app on your device or pasting it in an email.

Sharing an existing record

You can share any existing record with other users in your condo’s account.

For example, if you’re reviewing an invoice and want to share it with another board member so they can review it with you, use the share option to send them a link to the invoice, so they can have a look on their end.

Sharing an existing record by email