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Sharing With New Users
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Every record you create on your company's property database is accessible to other users connected to the same database. This makes it easy for comps to be accessed and edited between co-workers, but there may exist instances where you wish to share records with outside sources, or have them share with you. It is possible to specify which comps to share with another company that also subscribes to Report Writer.
The Shared page supplies a general view of your active connections to other users via the Details table, and provides options for further customizing how that information is shared.
1. Company, Status, and Records Shared
The first three columns of the table consist of:
- Company - Provides a view of the database name you are connected to.
- Status - Displays whether you are actively sharing comps with that database or not.
- # of Records Shared With Us/Them - Displays how many comps are being shared with you from the target database, and how many you are sharing with them.
2. Settings
The Share Settings menu allows you to set whether your connection to another user is Active or Inactive.
Active connections allow you to share comps, while Inactive connections will disable access.
When you establish a new connection with a user, by default on both user's Detail's table, the Status will be set to Inactive. You must ensure that both users have set this value to Active to share comps.
You can also designate the Number of Records Shared per day. Users will not be able to share beyond the maximum limit with other database users for a 24 hour period.
Sharing Comps with Users
In order to share comps with another company, you must contact support@narrative1.com to establish the initial connection. You need only do this once per company.
There are two ways to share a comp:
- The Action drop-down on the General page
- From Share Selected button below your Search Results on the Search page
Sharing through either of those venues will open the following window:
In the Share column, simply click the checkbox in the row of the Company you wish to share with, and click Share.