Sharing Files With Future Linked Companies

Sharing Files With Future Linked Companies

Please note:
We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature to get in touch with the Trade Trak development team.

When uploading a file to Trade Trak, you are given the option to share the item with any subcontractor that’s added in the future.

To share files, you must first select your job or create a new one from the ‘Jobs’ module. Once in your job, click on ‘Files’ on the left-hand side navigation bar.

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Sharing New Files

To add a new file, select ‘Upload File’ in the top right corner of the Files page. If you haven’t already added a subcontractor to your job, any file you upload to a job on Trade Trak will give you the option to ‘Share With Future Linked Company’. By selecting this option, if you plan on adding a subcontractor to your job in the future, you will be saved the hassle of going through each individual file and granting access.

This option is found at the bottom of the ‘Upload A New File’ pop-up and is grouped with permissions and notifications. To share, make sure the box is ticked.

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Sharing From Old Files

If you don’t tick this box when uploading a file, but later decide you would like to share the file with future linked companies, you can edit this from the Files page.

To do this, click the ‘...’ button on the same line as the file you would like to share, and press ‘Share’.

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Here you will be able to share with other workers, provide external access, and again, you can choose to share with future linked companies.

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