How to share documents with other team members
Steps to enable document collaboration Sharing documents with your team members allows for better collaboration and streamlined workflows. Follow these steps to share a document:
- Locate the document:
- Log in to your account and navigate to the Documents section.
- Select the document you want to share.
- Access sharing options:
- Click on the document to open its details page.
- Select the Share with Team option.
- Choose team members:
- From the list of team members, select the individuals you want to share the document with.
- Use the search bar to quickly find team members.
- Set permissions:
- Assign appropriate permissions (e.g., view-only or edit) based on the role of the recipient.
- Share the document:
- Confirm the sharing action to grant access to the selected team members.
Tip: Shared documents are visible under the Shared Documents section in the recipient’s account.