Practical Law Australia Tip – Create a group of contacts within your organisation
Groups are a useful way to share Folders of documents or specific annotations and comments with a project team or practice area group.
To start, navigate to the Folder or Document annotation you would like to share.
From your Folder:
- Click the Share Folder icon at the top right of the screen.
- Click Contacts. You have the option to share with selected individuals from the left hand screen, or to create a group to share with.
- Click Add Group.
- Enter a Group Name and then add group members from the left hand screen. You have the option to make this group available to others in your organisation.
- Click Save Group.
To edit a group, hover over the group name and click on the pencil icon. To delete the group, click on the cross icon.
To share an annotation with a group, navigate to the annotation and click share with contacts. You can then create a group using the same steps as outlined above. Once you have shared with a contact or a group, you can use the “previously shared” option to share future documents or annotations.