Note: This feature is only available for Standard and Premium users. To learn more about subscription options and to start a trial, click here
Sharing a template is fast and easy with iAuditor. It eliminates the need for email and allows images to be sent without having to zip any media files.
You can share a template or an audit with any other iAuditor user, as well as with users that do not have a iAuditor account. When you share a template or audit, you will also set the level of access that the recipient has:
This is the basic permission level and allows the recipient to view and conduct audits from a template. For audits, it provides access to view it (read-only) and export.
This is mid-level permission. This permission level allows recipients to make modifications to a template/audit but not delete them. It still allows new audits to be started from a template.
This is the highest sharing permission with complete access. New audits can be started from a template and both templates and audits can be modified and deleted.
Warning: If a user deletes a template in iAuditor it will be deleted for all users.
Note: If you share a template with a non-iAuditor user, they will be directed to create an account before they can view the template.
Tip: Sharing via Groups is more efficient and recommended even for small organizations. Please see Groups in an Organization for more information about Groups.
iAuditor now features a simplified Sharing interface, as well as an advanced sharing interface for experienced users.
When you click on the Template or Audit you wish to Share, then click the ‘Sharing’ heading, you’ll be presented with the following window:
If you want to Share the template with users, you now have several options:
The field now can suggest users and groups in your organisation:
You can also type to search for users by name or email:
The field can also search for Groups:
Once you have selected a user to Share with, you can choose to allow that user to Edit the document or not. The system will automatically grant the user setting up the Share access to audits shared back to them.
You are also able to share templates and audits outside your Organisation. You can do this by adding the email address of a user that has their own paid iAuditor subscription.
In the ‘Add People’ field, type the email address you would like to share to. Your user will receive an email invitation confirmation for the file you’ve shared.
The Advanced Sharing options are available below in more detail. Advanced Sharing (recommended for experienced users) allows for more control over document permissions and auto-sharing.
To share a template in iAuditor, the web app:
Note: The template will be removed from the user’s account the next time their device performs a sync (by default, every 5 minutes).