September 2021 Release

Sharing Contracts or Family Views

If you are collaborating with your colleagues in KI, you can more easily share a document or family view via the new Share icon. Please note this feature requires users to have access to KI to view the shared content.  

• Click on the Share icon

• When looking at the Contract Details or Family View page, the icon is located in the top area after the document title and active status icon.

• A tooltip, either “Share Document” or “Share Family,” is available when you hover over the icon.
• Your default email client opens up with your name, the direct link to the document or family view you want to share, and a reference ID for that contract or family.  Customize and send your email to your colleague(s) in the Knowable platform.