Share a file or folder
Collaborate securely with people inside and outside your organization by sharing files or folders from your Private workspace.
Note
Choose how to share depending on whether recipients need to edit or just view the file.
View-only link share a link that lets recipients view or download the file as a PDF. No account needed, ideal for people outside your organization.
Invite collaborators invite registered users to work on the file together. You can also grant additional editorial rights.
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Go to your Private Workspaceand select Files from the navigation bar.
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Go to the file you want to share and select the more options icon
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Select Share from the menu.
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Go to Share with others and enter the email address.
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Press the enter key.
The email address is saved and the option to share as a View-only link or Invite collaborators appears.
Tip
To share with multiple people, add one email at a time, pressing Enter after each one.
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Select your preferred option for sharing.
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If you selected View-only link, select Next.
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If you selected Invite collaborators, select their permission group from the dropdown menu next to the email before selecting Next.
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Select the protection type you prefer.
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(Optional) Select Additional settings.
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Block downloads prevents the recipient from downloading the file to their device.
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Add watermark overlays their email address and any other customized text on the document.
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Expiration date sets how long recipients can access a folder.
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Track item notifies you when files are viewed or downloaded.
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Set your preferred language. Automatic defaults to the recipient's browser setting.
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(Optional) Add a message.
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Select Share.
An email is sent to the recipient notifying them of access to the folder.
Leave a folder share
If a folder has been shared with you and you are no longer involved in the project or it was shared with you by mistake you can leave the share to avoid receiving further notifications on activities undertaken in the folder.
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Go to your Private Workspaceand select Files from the navigation bar.
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Select Shared with me and select the folder's more options icon
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Select Leave folder share.
A pop-up appears.
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Select Leave to proceed.
You will now be removed from the share.
Role Description
| Role | Permissions and rights |
|---|---|
| Editor |
The recipient can download and open the folder’s content and create new folders; to move, copy and delete items; to create new versions, and upload new items, all within the shared folder. |
| Reader |
The recipient only has read and download access to content. |
| Co-Owner |
The recipient has the same permissions as the Editor role, together with additional permission to share folders and send item links. Note Co-Owners must be members of the same organization as the sender for the option to be available. |