Document Register - Instant Access to Documents for External Parties

Document Register Access per project for External Parties | Contacts | Tablet

In Commnia, you can grant project-specific document access within the register to an external user, ensuring they only see files relevant to that particular project. This access level simplifies collaboration, removing the need for multiple transmittals and keeping project communication streamlined and secure.

Notes
Please note that only System Administrators and Document Controllers can enable this access.

Navigate to the main menu and click Contacts.



Under the Project Users Tab you can 'Search' for the user. Please note that if the user is not part of your project you can either add them or find them in the Directory.



Click on the ellipsis on the far right and select View/Edit.



Click on 'Project Settings'
Select Full Register Access
Save



Now the user has instant access to view all Documents in the project without having to wait for a transmittal.

    • Related Articles

    • How to Check if a Contact has Access to a Project | Tablet

      Checking if a contact has access to a project can be done in 2 ways: Members of the Project User Group Navigate to the menu bar icon and select Contacts. All the users who have access to the selected project will be displayed in the Project Users ...

    • How to Edit Received From via Document Register | Tablet

      Document Controllers and System Admin are able to edit who supplied the documents by changing 'Received From'. Navigate to the main menu and click Document Register. 1. Select the documents that you wish to change 2. Navigate to Options 3. Click Edit ...

    • Upload Documents to Commnia Document Register | Tablet Web

      Commnia offers the flexibility to upload files of any size, including various formats such as PDF, DWG, CAD, MS Excel spreadsheets, MS Word, photos etc. Uploading documents to the register is a straightforward process: users simply need to select ...

    • How to Give External Users Access to Create and Edit Contacts | Tablet

      External users can be given access to create and edit contacts within their company. Only administrators have the authority to assign a user with the ability to create and edit contacts. Navigate to the menu bar icon and select Contacts. Search for ...

    • Document Controller Group - Add and Remove Users | Tablet

      The Document Controller Group is automatically created when a new project is set up in Commnia. You can find this group inside the Contacts Module, alongside other project user groups. Members of the Document Controller group are given special ...