Send materials to external partners or collaborators
Why it is Important
When sending important materials to your partners and collaborators, Symbonic takes care of the organization and security, allowing you to focus on creativity and decision-making.
The Materials Library allows you to mix and match any combination of files, links, and content cards. There are two modes when sending materials:
- Basic (Anyone With Link Can View): The Basic Link can be passed around to whoever has the link. A recipient does not need to log into the software to access the materials. For basic links, Symbonic provides templates to use. Here is a list of the various Templates to choose from.
- Advanced (Authentication & Restriction): The Advanced Link allows users to secure the material using optional restrictions like Expiration Dates, Watermarks, and Download Control. When the Symbonic user sends out an advanced materials link, it forces the recipient to sign into Symbonic. If the recipient is new to Symbonic, all they will have to do is create a password. Once logged in, the link will take them directly to their Inbox, where they access all the received materials.
Sending Materials to External Partners or Collaborators
Library - Start from the Project Library. Locate your materials, check the white box on the left side of each of the material cards to choose which materials you would like to send. Once you have selected the appropriate materials, click Send at the bottom of the screen.
Send Wizard - After clicking send, you will be directed to the Send Wizard page. This will give you the options to do the following:
- Select or Add the Contact(s) to whom you are sending
- Select the Mode
- If Basic is selected, you will choose your template in the Preview in the upper left corner.
- If Advanced is selected, choose the restrictions you would like to apply.
- Personalize your package by adding a Subject and a Note & Signature
After you add your Note & Signature, there are two ways to send your materials:
- Create Link and copy and send it by any means of communication.
- Click Send, and Symbonic will send it on your behalf. When the recipient receives it by email, your email will be the sender.