Sharing a Document #

A document or folder can be shared from the Organize view. A document can also be shared from the Editor.

To share a document or folder from the Organize view #

1. Right-click on the document or folder and click “Share” from the context menu

2. Start typing the name or email address of the user in your organization you want to share with. Their name will appear. Click their name from the list.

3. Click “viewer” to give the user Viewer permission, or “editor” to make them an Editor

4. By default, the user will get an email letting them know you’ve shared the document or folder. Uncheck the box next to “Send Invite” to not send a notification.

5. Click the “Share” button

To Share an Open Document in the Editor #

You can share an open document from the File menu, or by clicking the “Share” button in the header.

1. Click “File” and select “Share”, or the click the “Share” button. Follow the steps starting at (2) above to share the document.