Help Documentation

Private Sharing Of Files and Documents

sharing documents to user

If you want to share a document with certain individuals, along with access permissions which would allow them to edit a document, you can do so by sharing the documents privately.

You can share a document privately only with Zoho users, so the person with whom your sharing the document with has to have a Zoho account.

To share documents privately:

  1. Select the check box next to the document/documents you want to share and click on the Share button in the toolbar.
  2. A Share Settings pop-up will appear on the screen.
  3. Enter the username, email address of the user you want to share it with
  4. Specify the access permission (Read Only/Read-Write/Co-Owner etc.) for the shared document by clicking on the drop down arrow on the right
  5. Select the check box "Notify through Email" if you want to notify the user, via email that a document has been shared.
  6. If the "Notify through Email"is unchecked then the user will recieve a notification alert in the Zoho Docs UI when you share the document.
  7. Click on the Save button to share the document.

Top