Sharing and Sending Files

Sharing allows you to share files with other users so they can either read or edit the same file. Another similar feature, Send Copy To, sends a copy of the file to another user.

Sharing a file

  1. From a files list area, select the file.

  2. From the Action menu, select Sharing. The Sharing dialog opens. All of the users who can use this file are listed.

  3. To add users, click Add Users. You can add users from within your company.

  4. After you have added users you want to share with, assign the editing rights you want to give them. Read (default) allows the user to view the file, while Read/Write allows the user to edit and save the file.

  5. To remove a selected user's sharing rights, select the user, and then click Delete (only the owner of the file can do this).

  6. Click OK. The recipient of the file will be notified in the Alerts section of the Home area.

Sending a copy of a file

  1. From a files list area, select the file.

  2. From the Action menu, choose Send Copy To.

  3. The Add Users dialog opens. You can add users from within your company.

  4. Click OK. The recipient of the file will be notified in the Alerts section in the Home area.