Help Documentation

Document Sharing and Collaboration

Sharing Options

This section the various way in which you can collaborate with your team and work on documents together. Collaboration enables you to work on documents together even if your team members are spread across locations.

Share Documents with Collaborators Only

You can share files with collaborators only by setting the following options.

To share files with collaborators only:

  1. In the Share tab, click the Share button, the Share Settings pop-up window is displayed.
  2. In the Visibility drop-down list click Collaborators only.
  3. Enter the email address of the collaborators, and set the privileges for each collaborator.
  4. All the collaborators added are displayed with their privileges. You can edit the privileges of each collaborator from this list too.
  5. Check the Notify through Email option to intimate the collaborators about the document shared.
  6. Click Share.

Everyone in Organization

You can also share the files with everyone in the organization is few clicks.

To share it with everyone in organization:

  1. In the Share tab, click the Share button, the Share Settings pop-up window is displayed.
  2. In the Visibility drop-down list click Everyone in Organization.
  3. To enable document level search for the file, click the Allow everyone to find and access checkbox.
  4. Set the access rights for the document in the Whoever access can drop-down list.
  5. Click Save. The link is generated which can be shared with your organization. To send the link directly via email, click Send via Email and enter the email address of the people who intend to view the document and click Send Mail.

Public on Web with Password Protection

You can also share your documents with, clients, stakeholders, and customers, outside the organization by protecting your file with password.

To share password protected files:

  1. In the Share tab, click the Share button, the Share Settings pop-up window is displayed.
  2. In the Visibility drop-down list click Public on the web with password protection.
  3. In the Password field, enter the secure password.

    Note:

    • Your password should be of minimum six characters with a number in it.
  4. To set an expiry date for the password entered by you, click the Set expiry date checkbox and select the date. The password given by you will stand invalid after the set date.
  5. Click Save. The link is generated that can be shared with public.
  6. To send the link directly via email, click Send via Email and enter the email address of the people who intend to view the document and click Send Mail.

Notify Collaborators

After the document is shared with collaborators, you can notify them of any changes from the document itself.

To notify collaborators:

  1. In the Share tab, click Notify Collaborators. The window is displayed.
  2. In the To drop-down list, select if you want to notify all the collaborators or specific ones.
  3. If you choose Specific People, type the name of the collaborators that you want to notify.
  4. Add your subject and message in the respective fields, and click Send.

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