Contacts allow you to share items with Extranet users who have limited access to OfficeClip. From this screen you control only the shared Contacts Items, making it easy to manage and make changes. (See the Help section in Extranet to set up users, control access, etc.)
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To view and make changes to the Shared Items, click the button from the button bar.
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You can now see all items from this application that are in the Extranet list. From here you can any of these items, meaning they will still exist (not be deleted) but they will no longer be visible to Extranet users. If an item has been , you can click to turn it back on.
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If you want to delete one or many shared items completely, click the item so the checkbox is checked and click .
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The icons in the Actions column are used to email the item to a user
and to edit the
item
, which can also
be done by clicking on the item name. -
To manage each item, simply click on it. In the next screen you can name the item. Click to edit the details of the shared item. This page allows you to select what information will be shown to the Extranet user (for example, a particular report).
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Click to continue to the Access Control page where you can set permissions for the Extranet users. You can create public access or choose each individual Extranet user who will have access to that particular item.
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Click when finished. You will get a Public Link on the next screen which can be sent out in the email provided, or sent only to selected users via the private link to see the Shared item.
See Also
Searching and Filtering Contacts