clickBACON gives you several ways to collaborate on documents, whether it’s with your team or with people outside your account.  To keep everyone on your team aligned, we recommend adding notes and tagging any team members directly on the document



Adding a Note

  1. Open the document.
  2. Click on the NOTES icon and add your note.


Tagging Team Members

  • Use the @ symbol to tag another team member.

  • The team member must already have access to your clickBACON account.

  • Tagged users will receive an email with a direct link to the document and can see the full note history.


Sharing A Document

You can share a document with anyone via email using the share icon. While you can share with team members, we recommend tagging them in the note rather than sharing with them using this method.


  1. Open the Document
  2. Click on the share icon
  3. Click on the Email icon to send the document through clickBACON
     
  4. Select a team member from your account, or type the email address of an outside user (vendors, customers, partners). If you are sending this to an outside user, be sure to click on the email address you type to confirm. 
  5. Add your message
  6. Choose whether you want to copy yourself on the email and if you'd like to include the document as an attachment
  7. Click on SEND



What the Recipient Sees When You Share A Document

The person you share with will receive an email that includes two options:


  1. View Link
    • Opens a page outside the app (no login required)
    • They can download, view, or print the document
    • They will not see the full note history
  2. Edit and Process Link
    • Opens the document inside clickBACON
    • Requires the recipient to log into their account
    • Allows them to edit and process the document


If you checked the box to share it as an attachment, the document will also have a PDF version attached to the email.