Working with Shells
A shell allows users to collaborate on and coordinate the execution of a project.
Note: User access and permission levels for all functions are controlled by the company administrator. Contact your company administrator if you have questions regarding access.
See Also
Shell Relationships and Hierarchy
Single Instance and Multiple Instance Shell Types
Shell Landing Page (Standard View)
Expand the Shell Log on the Landing Page
Integrating Activity Sheet for Multiple Shells
Working with Multiple Document Manager Attribute Forms
In This Section
Auto-Create Projects or Shells
Collaborating with Team Members
Auto-Population and Reverse Auto-Population in Shells
Last Published Wednesday, October 15, 2025