HCP Anywhere User Help

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Accepting and declining Team Folder Invitations

You accept and decline Team Folder invitations in the User Portal. When you accept a Team Folder invitation, the folder appears in your HCP Anywhere account. You can then access the folder.

When you have pending shared folder invitations, the User Portal displays a red icon next to the Collaboration tab:

By default, HCP Anywhere sends you an email notification when a person invites you to a Team Folder. For information on configuring email notifications, see Configuring email notifications.

To accept or decline a Team Folder invitation:

1.In the User Portal, click on the Collaboration tab.

If you have new invitations, the Sharing Notifications window opens.

Otherwise, click on the sharing notifications button in the top left corner of the page to open the Sharing Notifications window.

For invitations you want to accept, you can choose whether to synchronize the folder with your desktop devices. You do this by selecting or deselecting the Sync option for the invitation.

By default, the folder is not syncing.

For each invitation, the following information displays.

oThe synchronization status

oThe folder label

oThe member role

oThe person who invited you

oThe size of the folder

2.Do one of these:

oTo accept an invitation, click on the Accept button for the invitation you want.

oTo decline an invitation, click on the Decline button for the invitation.

oTo accept all pending invitations, click on the Accept All button.

When you accept one or more invitations, the Sharing Notifications window lists in red text any invitations that could not be accepted. To view the reason why the invitation could not be accepted, mouse over the help icon (  ) for the invitation.

An invitation can fail to be accepted if:

oYou are at the limit for the number of shared and Team folders in which you can be a member.

oA manager deleted the invitation.

oA manager deleted the folder.

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