Sharing Projects via Shared Sets

Video Transcript:

Welcome back! In this video, we’ll go over how to share and view projects in the Paragon Design App.

When collaborating with others, you may choose to share your project with someone outside your organization. Paragon’s Share feature allows you to create a view-only version of your project, ensuring that the recipient can see everything but cannot make any changes.

To share a project, click Share to create a new Shared Set. A Shared Set can contain one or more components and can even include the Layout, if applicable. Components must be analyzed to be added to a Shared Set. Select the analyzed components you want to share.

Next, name the Shared Component Set and then click Create Shared Component Set. Once the Shared Set is created, anyone outside your organization can access the shared set in view-only mode.

Once shared, you have several options: you can Copy the Link, Download design drawings, Email the shared component set, or Request a seal or repair.

If you update project components or the layout after sharing, the changes won’t appear in the shared set. Create a new set and share the updated link.

If the shared set owner makes changes to the original project, anyone viewing the existing shared set will be notified that changes have been made and to contact the owner for any updates.

Let’s go back, select Share once again, this time select Choose Existing Component Set, and now we see all our existing component sets. Click on an existing shared set and you’ll see the same share options as before. We’ll click Copy Link which copies the link to your (virtual) clipboard.

Now, let’s try opening a Shared Component Set. Using the link that’s copied to our clipboard, Open  a new browser tab and paste the link. As you can see, everything is in view-only mode, meaning no modifications can be made. This ensures that changes cannot be made to the original project.

If you want a copy of the shared project where you have the ability to edit and modify it, simply click Copy to my Organization. This will duplicate the project so you can modify it without affecting the original, shared version.

And that’s how you can collaborate using Shared Component Sets! I hope you found this helpful. Thanks for watching, and see you in the next one!