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Sharing Documents with Contacts

Kelly Shee avatar
Written by Kelly Shee
Updated this week

Question: is there a way to share files stored in the documents folder without having to download them and send them as an attachment?

Answer: Absolutely! You can share your documents with contacts directly through email in SiteMax. Just click the Email icon at the top right of your dashboard to open a new message window.

From there, you can:

  • Choose your recipients, subject, and write your message.

  • Add attachments from a specific module or from your Company Documents or Project Documents.

When you select Company Documents, you’ll be able to browse and attach any files saved in your SiteMax account. Choosing Project Documents lets you access and attach files specific to a selected project.

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