Step 1: From the Collaborative Specs page, click on the menu button beside the specification template that you would like to share and select Share Specification

Step 2: A page will open for you to select the supplier, click on Next Step.

Step 3: Fill in details of the share, selecting the sign off detail and the user to receive the specification with for completion.

Step 4: Click on Send to Recipients and the supplier user will receive notification of the request and be able to start completing their parts of the template.


After sharing a template with a supplier, an expand arrow option will show to the right of the specification, opening this will show the share. All actions for actioning this shared specification will now be done from the edit menu to the right of the share.