Sharing a Deal Externally: Download a Deal
From the DEAL PIPELINE click the three dots at the end of the deal. and click Download to download the .rsd file locally on your machine (if you have the authorized permissions). Once a deal is downloaded you can save it anywhere you'd like. Keep in mind this is essentially a copy of the original deal.
Sharing Options - In the Deal
When you enter a deal the Sharing Options icon can be seen along the top of the canvas
Manage Access
You can restrict visibility by users/groups within your organization. If left blank, all the users in your organization will see and have full access to this deal.
When the Share deal publicly toggle is enabled you can click the Click to copy URL icon to send a viewable link to anyone regardless of their affiliation with your organization (ie. clients, owners, etc.). The recipient will be able to see your deal in 3D and the site information/tabulation, but won't be able to make any modifications or be able to download the deal.
Download Deal
Downloads a copy of the deal that can be sent to users outside of your organization. Once sent, this deal is no longer connected to your Deal Pipeline and any modifications made within it will not be reflected in your version of the deal.
Click the Download Deal option to download your deal locally.
Open in Desktop
This will launch a session of the TestFit application and open the deal you are looking at in the cloud.