One of the ways that you can share Projects in Elucidat is by gifting. Gifting allows you to send a duplicate of your Project to another user in another organization. When a Project is gifted, the recipient will receive an email letting them know that a Project has been shared with them.
When the gifted Project is accepted, it will be automatically rebuilt in the recipient's account.
This can be useful if you're creating content for a client who is part of a different organization with an Elucidat account and you'd like to share that content with them.
| Note: Sharing a Project by gifting is only possible between two separate organizations. It is not possible to gift a Project to a user in your organization. |
Sending a gift
1. Open the Project you'd like to gift
2. Select Configure:
3. Select Gift on the right-hand toolbar:
4. Enter the email address of the recipient
5. Select Gift this Project. The recipient will be sent an email containing instructions on how to accept the gift.
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Caution: When a Project is gifted, the Style it is using is also gifted to the recipient. If you are gifting many Projects with the same Style, you should first change the Project's Style to one of the default Elucidat Styles to avoid the recipient receiving multiples of the same Style. Additionally, this method is useful if you'd prefer not to send the Style to the recipient if it contains organization-specific branding. |
Receiving a gift
You can accept a gift in one of two ways – by using the link in the email and then following the steps below, or by navigating to the start page in the app.
Accepting a gifted Project from the Start page
1. Go to the Start page:
2. Accept the gift into your account by selecting Create from a gifted project:
3. Select the Project you wish to accept:
You can optionally choose a folder for the Project to be placed in. If you don't choose a folder, the Project will be placed in the No folder area of your library.
4. A message will display showing you’ve successfully accepted the gift. Select Go to your new Project to start working on your gifted project.