Send a Project to Another DocuSketch Account
The “Send project” feature allows you to hand off a project — such as a 360 Tour, Sketch, or Estimate — to another DocuSketch user in a different company. The recipient receives a copy in their own account, independent from yours.
Enter the recipient’s work email. If they don’t have a DocuSketch account yet, we’ll email them how to get access, and the project will be waiting for them once they’re added.
Sending and accepting projects work only in the DocuSketch web portal; the mobile app doesn’t support them yet.
How to send a project
In the "Active projects" list, locate the project you want to send. Click the "More" button on the project tile and select "Send project":
The "Send project" modal opens. Review the "What transfers with the copy" panel to see what will be included — the 360 Tour, any completed Sketch, and any completed Estimate. Items still in progress are shown, but won't be copied:
Enter the recipient's email in the "Recipient email" field and click "Send":
After sending, the recipient appears in the "Recipients" list at the bottom of the modal with a "Sent" status. You can send the same project to multiple people by entering more emails. To cancel a Sent share before the recipient accepts, click "Revoke" on their row:
Once the recipient accepts, the status changes to "Completed (Done)" and the share can no longer be revoked.
How to accept a project
When someone sends you a project, you’ll get an email, and a banner appears at the top of your “Active projects” list:
Click "Review" to open the "Received projects" list. Each card shows the project name, who sent it, what's included, and "Accept" / "Decline" buttons:
Click “Accept” to open the confirmation. The “What transfers with the copy” panel shows what you’ll receive — only completed Sketches and Estimates are included. Click “Accept — $10” to add the copy to your account.
The copy appears in your “Active projects” list right away. Photos may take up to a minute to finish loading. The project is yours to view, edit, comment on, and keep.
What transfers — and what doesn't
When the recipient accepts, the copy includes:
The 360 Tour
Any completed Sketches (final versions)
Any completed Estimates (final versions)
The copy does not include:
✗ Sketches or Estimates that are still in progress, in a new iteration, or pending revision
✗ Private comments — these stay with the sender
What you can do with a received copy
The received copy is yours — independent of the sender's project. Changes you make won't affect the original, and changes the sender makes won't sync back. You can order new Sketches and Estimates on a received copy. Revising an existing Estimate isn't available yet — order a new Estimate to make changes instead. If you need anything else changed on the copy, contact Support. In your “Active projects” list, a received copy is marked “Copy”.
Billing
When you accept a received project, your account is charged a $10 receive fee. The sender pays nothing.