Share an interaction with other Tethr users or external recipients.
Getting started: If you’re not already viewing an interaction, first click on the interaction you'd like to share in Search & browse or from one of your Reports.
Share an interaction with other Tethr users:
- Click on the Share button in the upper right-hand corner of the interaction archive.
- In the pop-up, begin typing the recipient's name in the Search field. Select the recipient once you see their name in the results field.
- Optional: Add a personal comment and select which public comments or private notes to share.
- Click the Share button to send the interaction to your recipient(s).
Share an interaction with external recipients:
Before sharing an interaction with an external recipient, make sure that a Tethr admin has enabled and configured external sharing.
- Click on the Share button in the upper right-hand corner of the interaction archive.
- In the pop-up, type the recipient's complete email address and then click add.
- Optional: You may choose to include completed evaluations when sharing this interaction.
- Click the Share button to send the interaction to your recipient(s) and invite them to create a guest user profile.
What's next?