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Share a document

Written by Mart Monet
Updated over a week ago

For every document or folder, you can manage who can view or download it. Alternatively, you can copy the link to it and share with others.

  1. Go to Documents.

  2. Locate the folder or the document you want to share.

  3. On the three dots options menu, select either:

    1. View details.

    2. Manage access.

    3. Copy link - simply copies the link to your clipboard to share with your colleagues who have access. If they do not have access, you will need to manage this with Manage access.

  4. With each of these, you can share your document.


View details and Managing access

  1. Once you have opened your document's details. Select Manage access.

  2. Then select the icon to allow or restrict view access for each user.

  3. Select the download icon to allow or restrict users from downloading the document​.

  4. Select Save.

  5. You can choose whether or not to notify the changes to your users.

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