<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 3: Setting Up QuoteWerks > Options > ShareWerks Tab |
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Enter topic text here. Select the Tools -> Options menu, then select ShareWerks tab.
Important: Only users with Master Rights (e.g., Administrator) can modify settings on this ShareWerks tab, unless the installation is a Remote Site or Remote PC installation. |
The options on this tab allow you to enter your ShareWerks account information. ShareWerks is a web-based collaboration and communication system. This allows users to collaborate on this quote with your team, keeping all communication in single location instead of multiple internal email and chat threads. Additionally, all files and conversations related to this quote will be in one place where you can easily access them. Any invited users will also be able to see all of the files and messages regarding the specific topic.
For instructions on signing up with a ShareWerks account, visit the ShareWerks website.
Enable ShareWerks Integration
This checkbox will enable the ShareWerks Integration on the Notes tab. Unchecked, the option to integrate with ShareWerks will no longer be displayed on the Notes tab.
To use ShareWerks, simply sign up for an account and then use the [Discuss with ShareWerks] button on the Notes tab.