Doc Sharing

How to Share a Doc

Sharing Options

Invite Others

You are required to be the doc owner or to have Full Access permission level in order to share docs to others.

Select the team member you want to invite, then select the appropriate permission level before hitting "Share"

Permission Levels

PermissionCan perform

Owner

  • Delete doc

  • Share permission to others

  • Edit/update doc content

  • View and interact with widgets on doc (changes will be saved)

  • Comment on docs

Full Access (coming soon)

  • Share permission to others

  • Edit/update doc content

  • View and interact with widgets on doc (changes will be saved)

  • Comment on docs

Edit

  • Real-time edit/update doc content

  • Comment on docs

  • View and interact with widgets on doc (changes will be saved)

Comment

  • Comment on docs

  • View and interact with widgets on doc (changes unsaved)

View

View and interact with widgets on doc (changes unsaved)

Once you share edit right to another user, all users can edit the doc at the same time.

You can alternatively choose to share a link to the document by selecting the permission level, then use the link generated.

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