How can I share a request with my colleagues?

Sharing can be done while drafting, or after sending.

Share the request with colleagues while drafting:

When in the request drafting screen, you'll find the Share button at the right of the top navigation bar. Different users can edit separate (but not the same) sections of a draft.

In the Share pop-up, find the colleague you wish to share with by:

• entering their email address
• using the search bar
• selecting from the list of existing PERSUIT users

You can also include a message to your colleague(s) to provide any additional information or context before clicking on the Share button to finalize the process, and trigger an automated invitation email.

Share the request with colleagues after it has been sent:

At the top of the published request's navigation bar, click the Share button to get started.

Just like the process of sharing a request in the drafting stage, in the pop-up, enter the recipient's email address, use the search bar, or select from the list of colleagues with an existing account.

Include a message to your colleague(s) to provide them with any supplemental information before clicking on the Share button to finalize the process, and trigger an automated invitation email.

How do I share if the request is in evaluating status?

If your request is in evaluating status, you will need to navigate to the vertical ellipses (three dots) where you will find the Share button. 

How do I approve or deny a colleague's request to access a request?

If a user follows a PERSUIT link and land on a page with the message "You don't have access to this request", it means that they do not have the necessary access to the request. 

A user can now request access directly from this screen — click the Request Access button and PERSUIT will automatically notify colleagues who already have access. 

If a colleague has requested access to a request you have access to, you can approve or deny it in four ways.

Option 1: Via email notification

You'll receive an email notification letting you know a colleague is trying to access the request. Click Grant Access Now to approve directly from the email.

Option 2: Directly within the request

When you navigate to the request, a popup will appear at the top of the page showing the pending access request. Click Grant Access or Decline directly from there.

Option 3: Via your notifications

A notification will appear in the notifications section of your profile via the bell icon. Click through to the request to action the request from there.

Option 4: Via the Share panel

Navigate to the request and click the Share button in the top navigation bar. Select the Access Requests tab — any pending requests will be listed here. Click Grant Access or Decline.

A few things to note:

• Once you approve or decline, your colleague will be notified of the outcome via email and an in-app notification. 
• Pending requests do not expire — they will remain until actioned.
• Once approved, the colleague receives the standard level of access for that request.

If you've received a link to a request you can't access, see How do I get access to a request I can't view?

Can I see a history of who has or had access to a request?

Yes. See this article for how to explore a detailed history of when colleagues or firms were added or removed from the request.

What about law firms — can they share requests?

Law firms and providers follow a similar process on their side for sharing with their colleagues, as outlined in this article. They can also use the Designated Contacts feature to automatically triage invitations to the right people.