Share Documents with Users & Groups

dox2U lets you share documents with users and groups within your Workspace. 

Let’s see how. 

Step 1: Select the document that you want to share. 

Step 2: Click the menu button and select Share. 

💡Alternatively, you can share your selected document by using the “Share” button from the action bar in the Verification and Edit modes.

Step 3: In the dialogue box that pops us, search for the individual(s) or groups that you would like to share your document with. Press “Share” to continue with the sharing process or press “Cancel” to abort. 

📓NOTE: 

  • Only the document owner can change the Shared Access of a document. 
  • Each user with whom a document has been shared will receive a notification and can access the document from their Shared with Me page. 
  • If the user with whom the document is shared has the “Edit Documents” right enabled in their role, only then will they be able to make edits.