Skip to main content

Sharing Your ArcSite Drawing

How to share your drawing with other ArcSite users - Internal or External

Share a Drawing

Share a project with teammates or outside collaborators so they can view or co-edit your work in ArcSite. Available on Draw Pro and above.


Availability

iOS

Android

Windows

Web

โœ… Available

โœ… Available

โœ… Available

โœ… Available


Steps

  1. Upload the drawing to your ArcSite cloud account. (Not done yet? See Save Work to the ArcSite Cloud.)

  2. Open the project in the app. Tap the project name to open Project Information.

  3. Tap the "Share" Icon. On Web: Log in, open the project folder, then click Share.

  4. To share with someone on your team, tap Add Company Users and select a user or group.

  5. To share with someone outside your team, tap Invite People and enter their ArcSite login email. On Web: Click Invite by Email instead.

  6. Select an access level and tap Confirm.

To set up your company account so that everyone automatically shares all of their projects together, please reach out to ArcSite Customer Support.

Sharing Access Levels:

There are three access levels available: Admin, Co-worker, and Viewer. These levels have the following permissions:

  • Viewer โ€” Can view the drawing and product summary information (quantities and totals).

  • Co-worker โ€” Can do everything a Viewer can, plus edit the drawing, add products, and edit takeoff and estimate information. External co-workers can view your product library while editing.

  • Admin โ€” Can do everything a Co-worker can, plus create and delete drawings within the project.

Tips

  • Users with Project Manager or Admin account roles already have edit and view access to all projects by default โ€” no need to share with them individually.

  • To give everyone on your team automatic access to all projects, contact ArcSite Support.

Two common problems:

Scenario โ€“ I shared my project, but my coworker just sees an empty project with no drawings

Issue โ€“ While you have shared the project, you have not uploaded your drawings to the cloud. So while he can see the project folder, your actual work is still only on your local iPad.

Scenario โ€“ I uploaded my drawing to the cloud account, but my coworker does not see it

Issue โ€“ While you uploaded the drawing, you must also share the parent project for collaborators to gain access.

Solution โ€“ Follow the steps above to make sure they have access. If you are an administrator and you would like them to have access to every project, change their account type to project manager.

Did this answer your question?