How should you share plans and documents with subcontractors?
Give each job its own document area, grant subcontractors access to that job only, and remove it when the job closes. The alternative most builders default to, emailing links from one large shared drive, gives too much access to too many people for too long.
Two problems come from the shared-drive habit. The first is scope: a link intended to share one drawing frequently opens a folder containing pricing, margins, other clients and correspondence never meant for a subcontractor. The second is time, because links and access persist indefinitely, so trades who worked on a job in 2022 can typically still open it, including any who now work for a competitor.
Structuring by job solves both and has a third benefit that matters more day to day: version control. When each job has one location that is always current, the question of whether someone is building to the latest revision has a single answer. Work built to a superseded drawing is one of the more expensive mistakes in this industry, and it usually traces back to a drawing that was emailed once and revised twice afterwards.
Two practical notes. Use guest access for ongoing subcontractor relationships and expiring links for one-off documents, choosing by how long the relationship lasts. And put access removal on your job closeout checklist alongside the final invoice, because it is the step that never happens on its own and it takes about a minute. If you want your job documents structured properly, call 1800 456 567.
Share by job, not by shared drive
We structure document storage per job so subcontractors see their job and nothing else, and access ends when the job does.
Other questions we are asked about this, answered the same way.
- 2 min
Can you still map a network drive with SharePoint?
There is a way, and syncing is the better answer. Files appear in Explorer as before, without the fragility mapped drives bring.
Read the article - 2 min
How should clients send documents to an accounting firm?
Through an upload link into the right client area, not as email attachments that live in a mailbox forever.
Read the article - 2 min
How should advisers share documents with clients securely?
Restricted links with expiry, and an upload route for what clients send back. Attachments cannot be recalled when they go astray.
Read the article
Frequently asked questions
Questions? Let's talk.
Call 1800 456 567 or fill out the form.
- 30-minute discovery — no jargon, no pressure
- Plain-English Essential Eight Cyber Security Scorecard
- A clear plan tailored to your business