What is Teamwork?
Teamwork is a feature which allows users within the same firm to:
grant their colleagues access to their projects;
view projects which have been shared;
view which titles are being worked on;
view which upgrades have been added; and
quickly download the Official Copies found within a project
See below for a click-through guide to Teamwork ⤵️
What's changed?
After purchasing or uploading your title registers to the platform, you’ll see the Project Settings box as usual and be asked to enter your project name and client/matter number. With Teamwork, you’ll now see a checkbox asking you whether you want everyone in your firm to have visibility of your project.
To ensure that your select colleagues have access to your project (e.g. if you’re responsible for purchasing titles and need to hand the project over to your colleague or if you’re going on holiday), remember to enter your colleagues’ email addresses.
Then click on “Let’s Go” and you can continue with your usual workflow.
If you need to add another or remove a colleague from a project, all you need to do is head back into the project and click on the Project Name at the top of the screen. The Project Settings details box will appear and from here you’ll have the option to enter your colleague’s email address or to remove email addresses by clicking on the X.
How do I access a colleague’s project?
If your colleague has shared a project with you, all you need to do is click on the hamburger icon in the top left corner, then go down and click on “Team Projects”.
This is where you can view all projects which have been shared with you and any which are publicly visible within your firm.
Click on “View” and you’ll see an overview of which upgrades have been added to the project along with the titles. If you need to go into the project to add more titles or to add extra upgrades, click on the three-dots icon and click on “Open Project”. Alternatively, if you just need to obtain the Official Copies from a project, simply click on “Download Official Copies”.
How do I see all the projects in the firm?
Within the Team Projects view, you can see all projects which are being worked in the firm (i.e. all those projects where the Teamwork Checkbox has been ticked to allow everyone in your firm to sight of your project).
I don’t want other people in my firm to see my project
Sometimes you might want not your project to be visible to anyone in your firm (e.g. when your firm acts for both buyer and seller). All you need to do is leave the Teamwork Checkbox unticked.