How do I share a document with fellow users?
Accessing the Document Gallery
First, find the asset that you want to share in the document gallery. Depending on your setup, you can access this gallery by selecting “Assets” > “Non-Personalized Assets” > “Documents” or “Setup” > “Asset Management” > “Document Gallery”
Path A:
Path B:
Sharing a document with a single user (as an email)
Click on the vertical ellipses of the document that you want to share and then select “Send to Users”
From here, you can send the item as if it email
Sharing a document with multiple users (through the platform)
Click on the vertical ellipses of the document that you want to share and then select “Permissions”
Use the tabs at the top of the menu how you to share the asset (share it with a single user, with a company, with a specific list of users, etc.). Drag the bar to the level of access that you want to provide, when you are finished, click “Save”.
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