HCP Anywhere User Help

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Sharing a folder from the desktop application

To share a folder from the desktop application:

1.Open the synced folder.

2.Right-click or control-click on the file that you want.

3.In the context menu, do one of these:

oOn a Windows computer, mouse over HCP Anywhere and click on Share....

oOn a Mac, mouse over Services and click on HCP Anywhere: Share....

Notes: 

On a Mac, the Share in HCP Anywhere option appears in the context menu for all folders, not just those in the synced folder. If you select this option for a folder outside the synced folder, the application displays an error.

Alternatively, to share files on a Mac, you can select a file then click on FinderServices > Share in HCP Anywhere. In this case, the application displays an error if you select multiple folders or a folder outside of the synced folder.

One of these happens:

oA web browser opens to the Share Folder window.

oA web browser opens to the User Portal login page. In this case, you need to log into the User Portal. For information on doing this, see Logging in.

Once you log in, the Share Folder window appears.

Note:  The Share Folder window does not open automatically if you specified the shortname for the HCP Anywhere system when you registered the desktop application (for example, hcpanywhere instead of hcpanywhere.yourcompany.com). To fix this, you need to reconfigure the desktop application to use the correct system name.

For information on reconfiguring the desktop application, see Configuring the desktop application. Ask your HCP Anywhere administrator for the correct system name.

4.Optionally, in the Label field, specify a new label for the folder.

Note: To create a Team Folder, select Convert to Team Folder, if available. For more information on Team Folders, see Creating a Team Folder.

5.In the Find users field, enter the name of a user or distribution group that you want to invite. Press Enter to search.

The list displays the users and groups whose names match the name you entered.

6.Click on the Add User button for each user you want to invite and the Add Group button for each group that you want to invite.

7.Repeat steps 5 and 6 for each user and group that you want to invite.

8.Optionally, once a user or group is in the invite list, set their member role.

The member roles for a shared folder are: Collaborator and Viewer. For more information on member roles, see the section on member roles in About sharing folders.

Note: If you are inviting a distribution group to a shared folder, you set the member role for the entire group. However, the member role of a user who is already part of the shared folder does not change.

9.Click on the Share Folder button.

HCP Anywhere sends invitation notifications to the users you selected.

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