Help centre · Projects
Saral Share — waiting on us
Open this screen in Saral/projects/exchange
The morning queue of Saral Share — the glass wall with your subcontractors. Each package can carry a live board — a glass wall — that its firm opens by a link, no login: the firm uploads drawings, revisions, applications and documents and comments on ours; we comment, set a drawing's status A/B/C and upload ours. Each side works in draft and sees only what the other side has SUBMITTED. Overnight the AI pass reads what the firm submitted and drafts our answer; this page lists every item waiting on us with that draft beside it. Open the wall, check the draft, press Submit — then the firm sees it and the team canvas moves on.
You enter
- Submit on an AI draft (or on a draft of your own) — the one act that crosses the wall.
- A drawing's status A, B or C, with an optional note the firm reads.
- A comment to the firm (shared) or an internal note (never shown to the firm) on any item.
- A withdrawal, with a reason — the firm sees the item as withdrawn, never silently changed.
Saral fills in
- The queue itself: every item a firm has submitted on a package whose door is open, across the projects you can see, newest first, with its project, package and firm.
- The AI pass's draft answer overnight (and on submit): for a drawing or revision the drawing check's findings as draft comments and a suggested status; for an application its lines read in, changed lines flagged; for a quote a priced suggestion. Drafts are ours and never cross the wall by themselves.
- The lane events when something is submitted — drawing uploaded, application received, status set — so the team canvas and the package's lane strip move without a hand.
- Who may mark what: drawings, revisions and statuses on the design key; applications and documents on the commercial key; the link and the door on the QS approval key. A row you hold no key for shows Open only.
It produces
- An item of ours on the wall — timestamped, signed, with the firm told (one line, a link, switchable).
- A drawing's status on the register and the lane's step done, from one press.
- The audit trail: every draft, submit, withdraw, status and comment, with the side and the name.
What this page is for
With thirty subcontractors the back-and-forth of drawings, applications and documents was email and shared folders. Each package can now carry a live board the firm opens by a link — no onboarding, no login. The firm uploads and comments; we comment, set statuses and upload ours; and nothing of either side is seen until it is submitted. This page is the morning: what they sent, what the AI suggests, Submit.
The glass wall
A draft is seen by its own side only. Submit is the one event that crosses the wall: it timestamps the item, fires the lane events and tells the other side. A submitted item is fixed to its author — it can be withdrawn (the other side sees it as withdrawn) but never edited in place, so neither side can quietly change what the other has already read.
Three doors, one wall
A firm can send by the board (the link), by the Smartsheet connector, or by dropping files in a SharePoint folder. All three write the same items, marked with the door they came through, so the queue, the AI pass and the lanes see one picture whichever way the firm works.
Who may do what
Reading is the route: anyone who can open Projects sees the queue and the walls of the projects they may open. Marking is the existing key for the kind — the design manager's key for drawings, revisions and statuses; the QS's commercial key for applications and documents; the QS approval key for the link and the door. The Owner passes. The firm is not a user: its link admits one package, its name is a label, and it signs nothing that moves money.
Before it is switched on
The whole feature sits behind the account switch in Projects → Settings → Saral Share, off until the owner turns it on, and each package's door (off, board, Smartsheet, SharePoint), off until a QS opens it. Before the tables exist this page says so; the firms keep sending as they do today.
Where next
Subcontracts → the package for the door and the link; the Design Desk → Saral Share tab for the design team's view of the same walls; the Package canvas for the lane steps a submit turned ready.
Next screen: /projects/canvas
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