How do I upload and share PDF files on Fulcrum+?

  • Created : 2/8/2021 4:24:53 PM
  • Updated : 2/14/2022 10:44:29 AM
  • You can upload PDF files to Fulcrum+ and share them via mail for acceptance, approval, or review.

    To upload new PDF files and share:

    1. Click on the library you want to upload the files to from the Left Navigation Menu

    2. Drag-drop the PDF files you wish to upload, apply the corresponding metadata and check in the files.

    4. Select the files and click on the New button and select Mail. Fill in all the details of the mail such as To, CC, Mail Type, Response Required and send the files as attachments in the mail.

    5. The recipients can then view and annotate the PDF files that were shared with them using the Files tab and complete their actions.