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Share the Same Valuation

Updated over a week ago

Introduction

The Share the Same Valuation feature allows users to share a single valuation with multiple colleagues within the same organisation, without creating separate copies.

By introducing a centralised sharing model, Valutico supports better collaboration, eliminates duplication, and ensures everyone is working from the same source of truth.

How to Share a Valuation

You can access the Share the Same Valuation feature through your regular workflow in Manage Valuations and Folders, located in the main menu. Here’s how it works:

1. Go to Manage Valuations and Folders

Navigate to this section from the main menu.

2. View and Select

Use the tabs to switch between All Valuations and Shared Valuations. Select one or more valuations using the checkboxes.

3. Click Share

Click the Share Valuation button. A popup will appear where you can select one or more recipients from a dropdown list of your organisation’s members.

4. Shared Visibility

Once shared, the valuation appears under the Shared Valuations tab for each selected user, clearly distinguished from valuations they personally own.


Permissions & Security

Access Control:

Only users with the required permissions will be able to view or interact with shared valuations. This ensures secure and controlled access.

Good to Know
We’re actively monitoring user feedback and performance to identify any edge cases and continuously refine your experience.

If you have feedback or encounter issues, please reach out to our support team at [email protected]

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