Overview
You can share multiple documents at once with our bulk sharing feature. This article outlines how to bulk share documents on a case.
Bulk Sharing Documents
To share multiple documents at once:
Open the Case Details page for the case
Under the Items & Info tab (selected by default), click the Documents tab
Check the box next to each document that you would like to edit the sharing settings for
When you select one or more of these checkboxes, a drop-down option labeled "Actions" will appear at the top of the document list with an option for "Share."
Clicking the "Share" button will display a window to edit the sharing settings for all of the selected documents. Choose which contacts you would like to share the files with, then select "Share."
Please Note: This batch sharing option will override all previous sharing settings on the documents selected.