With Traverse Connect, you don't have to worry about downloading, emailing, and separately tracking content sent to people outside of the agency. You can externally share case content from within Traverse.
In Traverse, outside users are known as collaborators.
Collaborators have their own accounts and see a limited view of Traverse. But collaborators cannot create their own accounts; workers must add them to a case first.
To add a collaborator to a case
On the case overview page (green folder icon), find the Collaborators panel and click Manage collaborators above the panel.
In the page that appears, find a collaborator already in the system or add a new collaborator to the system that'll be connected to this case.
To find a collaborator already in the system: In the Find and connect panel, search for the collaborator, then click + Add to case to add them to the current case.
The search only returns results that start with the characters entered, not that contain the characters entered. When you search for an email address, you cannot include partial text after @.
To add a new collaborator to the system: In the Find and connect panel, click Add new collaborator, then enter the collaborator's name and email address in the window that appears. After you click Save, they'll get an email with a link* to Traverse and instructions once they're in the app.
Optional - To edit the collaborator's information, click the collaborator's name after you add them to the case, then click Edit collaborator.
*Links emailed to collaborators expire after they're clicked, or after 5 days if they're not clicked. For single sign-on users, the link will prompt them to enter those credentials. You can click Resend welcome email from the collaborator's page if the link expires or if you otherwise need to resend the welcome email.
New collaborators may need an overview of Traverse Connect. You can provide this article as a resource.