You can share an investment list within your firm or outside your firm. Sharing is different from sending in that you can grant the recipient read-write access, allowing them to add or remove items from the investment list. Also, if the user deletes the investment list, it will be removed from your system, and vice-versa.
To share an investment list within your firm, do the following:
In the left navigation pane, click Workspace. The Workspace area opens.
In the left-hand column, click Investment Lists. The Investment Lists spreadsheet opens.
Check the box to the left of the investment list you want to share.
From the Action menu, select Share With...Within My Firm. A dialog box appears.
Click Add User. The Find Users Within My Company dialog box opens.
Find the user(s) to whom you want to send the list and click Add.
Click OK.
Check the Read Only or Read/Write check box, then click OK. The list has been shared.
Note: Checking Read/Write will allow the recipient to make changes to the list.
To share an investment list outside your firm, do the following:
In the left navigation pane, click Workspace. The Workspace area opens.
In the left-hand column, click Investment Lists. The Investment Lists spreadsheet opens.
Check the box to the left of the investment list you want to share.
From the Action menu, select Share With...Outside My Firm. A dialog box appears.
Click Add User. The Sharing a File dialog box opens.
Enter and confirm the email address of the person to whom you want to send the investment list, then click Add User. The email address appears in the Selected Records box.
Click OK. You are returned to the previous dialog box.
Check the Read Only or Read/Write check box, then click OK. The list has been shared.
Note: Checking Read/Write will allow the recipient to make changes to the list.