Share one file, a few files, or a full folder with your client, builder or trades. Your guest sees them on the Project Files page of their project dashboard, in the same folders that you use.
Before you begin, set up your dashboard. Refer to How to set up your Project Dashbaord.
How it works
Share a file: your guest sees only that file. If the file is in a folder, they see it in that folder. They don't see the other files in it.
Share a folder: your guest sees the files in it. They also see the files that you add to the folder later.
Hide a file in a shared folder: the file stays hidden, even if you share the folder again or move the file.
The Visibility column in Project Files shows who can see each file.
Presentations, pinboards and Canva designs are files too. They have their own guides:
Share a file
In Project Files, select ⋯ next to the file.
Select Share.
Optional: To see the file as your guest sees it, select Preview in dashboard.
In Share with..., enter your guest's email address, or select a contact from your address book.
Select or clear Email guests:
Selected: Programa emails your guest. You can add a personal note in Message.
Cleared: Programa doesn't send an email. Copy the Project link and send it to your guest yourself.
Select Share.
If Project Files isn't on for your guest, Programa asks you to turn it on. Select Turn on and share.
Share a folder
In Project Files, select ⋯ next to the folder.
Select Share.
In Share with..., enter your guest's email address, or select a contact.
Programa shows: New files are shared automatically. Your guest also sees the files that you add to the folder later.Optional: To hide some files from this guest, select the chevron next to the guest. Clear the files that they can't see, then select Save.
Select or clear Email guests.
Select Share.
All the files in the folder are selected at the start.
Share many files at once
In Project Files, select the checkboxes for the files and folders.
Select Share at the bottom.
Enter your guests, then select Share.
Each guest gets one email for all the files. If a guest can already see some of the files, Programa tells you. Sharing many files at once only adds access. It doesn't remove access that a guest already has.
Change the files a guest sees in a folder
In Project Files, select ⋯ next to the folder, then select Share.
Select ⋯ next to the guest.
Select Manage folder visibility.
Select or clear the files.
Select Save.
Programa doesn't send an email when you select Save.
A file that you clear stays hidden from this guest. It stays hidden if you share the folder again, or move the file to a different folder that they can see. To show it again, select it here, or share the file directly.
Manage or remove access
Open the item's Share drawer, then select ⋯ next to the guest.
Preview in dashboard: see your guest's Project Files, with this file highlighted.
Email file/folder again: send the email again. Their access doesn't change.
Remove access to file/folder: remove this file only.
Manage project visibility: change all the features and items that your guest can see.
When you remove access to a folder, your guest can still see the files that you shared with them one by one.
Programa doesn't send an email when you remove access. You can share again at any time.
Share with people who aren't guests
Files and folders don't have their own public link. To show them to someone who isn't a guest, add them to your project's public link:
On the Project overview, select Share project.
Select the Public tab.
Select the files and folders.
Select Save.
Copy the link and send it.
A public link is view-only.
What your guest sees
Their Project Files page shows only the files that you share, in your folders.
They can open, search and download files. They can download a full folder.
New files show a Just shared badge.
They can't upload, rename, delete or share files.
To manage all of a guest's access, refer to How to manage your guests' access.