Papertrail

🤝🏻 Share Records with PartnerHub

PartnerHub allows you to invite new partners to share records with them in Papertrail. This guide will walk you through the process of accessing the hub and sending your first…

🤝🏻 Invite a New Partner on PartnerHub

🤝🏻 Accepting Records with PartnerHub

You don’t have to end a partnership to revoke access to specific data. PartnerHub allows you to unshare individual records while keeping the partnership active.

🤝🏻 PartnerHub: Unsharing Records & Using Status Filters

Managing your partner list is simple. Whether a project has concluded or you’re taking a break from a collaboration, you can move partners between Active and Inactive states to control…

🤝🏻 PartnerHub: Deactivating & Reactivating Partnerships

Vicki

Michael Butler

PartnerHub

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