Description
To simplify the share of multiple documents, Kleos introduces the multi-sharing feature. Now the user can share more than one document at the same time.

Procedure
From the Case > Documents section, select several documents and click on the Share button.

The new document sharing limits on Kleos Connect are the following:

  • Share up to 20 files at a time
  • Maximum size for a shared file: 40MB

                                 

 

The sharing window shows the documents list with the following information:

  • Document icon
  • Document name
  • Last modification date

By clicking on the line at the top of the window you will have this detail displayed in a drop-down menu.

 

 

From this window, you will  be able to select the recipients, enter a comment to display to the recipients, etc.

 

 

The icon at the bottom right of your screen will show you the progress of sharing your batch of documents.

 

 

Be aware that a single Email Notification will be sent during this sharing to recipients, regardless of the number of documents shared at once. Once this notification email received, the recipients will only have to click on it to be redirected to the web portal displaying the shared documents.

 

 

01/08/2018