Markups receive special treatment in Edelweiss; they are completely private to you until shared. Because of this, you can add more privileged information than if you simply shared a catalog link with your accounts.

Markup access can be granted to both the accounts you work with and your colleagues. Doing so is easy, although you’ll want to keep a few things in mind.

Once you’ve completed a markup to your satisfaction, click on Shares in the markup toolbar:

In the resulting window, you’ll see your Edelweiss contacts—simply click on a contact to share your markup with them. If you don’t see a contact here, you’ll just need to add them to your contacts list. If you’d like to send them an email with a link to your markup, just check the box next to their name and click Email Checked Shares. Even if you don’t send an email notification, the user will immediately have access to your markup via their Edelweiss account.

If you select the Email Checked Shares option, you’ll see a short form to fill out. The subject line will be, by default, the name of the catalog you’re sharing, but customize this as you prefer! The Contact field allows you to add additional recipients. The Send To field will show the details of those who will be receiving your email. Add a custom message if you’d like, and click Email to send it.

Recipients will receive an email that looks something like this:

Note: There is a cap on the number of emails that can go out at once. That cap is 298. If you need to send more than that, just break your list up into smaller chunks.

A few important points:

• When you update the notes in your markup, your changes will be automatically visible to folks with whom you’ve shared your markup.
• Markups must be shared with the email address an account uses to log into Edelweiss. Some accounts might use an email address with which you’re unfamiliar. For example, they may share an Edelweiss account with multiple buyers or use a generic info@bookstore.com type of address. If an account says that they are unable to see the notes you thought you’d shared with them, this is the issue approximately 99.99% of the time. So, simply asking them what email address they use to log in to Edelweiss, updating your contacts list accordingly, and resharing your markup is best!
• You can also share markups with an entire account/organization, meaning the markup will be made visible to every user associated with a particular store or library. Some stores will request that you make this your regular practice, as they see the value of your notes being visible to all of their employees. When you choose to send an email notification of your shared markup, that email will only go to the individuals you have listed individually in your contacts list.  This is relevant for reps who work with Barnes & Noble!
• You can add contacts to group(s) and share your markups with everyone in a given group, saving you lots of time. More about sharing with groups and accounts/organizations can be found here.
• If you need to share your markup with additional folks than you shared it with initially, just repeat the steps above. Don’t remove any users from the Shared With… list, or you’ll “unshare” it with them, removing their access to your markup—simply add additional contacts to the Shared With list.
• You can share multiple markups at once with your contacts. This is especially useful for indie reps who sell multiple publishers. Learn more here!

Additional tips:

• Sort your Shared With list either by Name (alphabetical) or by Date Shared (most recent first).

• You can also easily share with all of your Accounts!

Remember, when you share with an account, you’re sharing your markup with all users associated with that store on Edelweiss. You’ll see the name of the account and the number of users within it. Click the X to remove an account from the Shared With list. Click the checkbox next to the account’s name to send them a markup email. Just as when you send a markup to a single account, the email will only go to the users listed in your individual contacts, but all users will see your markup in Edelweiss once shared.

Sharing multiple markups at once:

This is especially useful for independent reps who sell multiple publishers.

On the People page, click on Other Actions. There, you’ll see a Share Multiple Markups option:

Selecting Share Multiple Markups will populate a menu where you can add catalogs on which you’ve added markups, and show you your contacts, groups, and accounts/organizations to share them with.

You can choose from your Recently Viewed catalogs, and for each catalog, select from any of your existing markups. Repeat to select multiple catalog markups.

You can even update the Markup Overview message for each markup from this window, as shown below.

Click Next to proceed to the Share screen, where you can send an email notification.

Your accounts will receive an email that lists each catalog markup with a link, like so: