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Introduction to dox2U
Introduction to dox2U: Table of ContentsGuide: Getting Started with dox2U for New Users Getting Started with dox2U for Workspace Owners dox2U Dictionary Create a dox2U Workspace Email Template for Introducing dox2U to Your TeamInvite your Team onto dox2UJoin a dox2U WorkspaceHow To Find Your Workspace Understanding Roles & Rights in dox2UUnderstanding Groups in dox2U
Using dox2U
Using dox2U: Table of Contents
Workspaces
Uploading & Tagging Documents
Document handling
Share documents using dox2U
Guide: Sharing Documents using dox2U Share Documents with Users & GroupsRevoke Access to Documents Shared with Users & GroupsControl who Can Share DocumentsGuide: Understand Guest Sharing Sharing Documents with GuestRevoke Guest AccessView Document in Guest Mode
Organize documents with dox2U
Text Extraction
Deep Search
Notifications
User Profile Settings
Administration
Administration: Table of Contents
Manage Users
Manage Groups
Setting Up A Workspace
Workspace Management
Workspace Management for Owners Only
Audit Log
Role Management
Workspace Trash
Billing and Subscription

Sharing Documents with Guest

📓NOTE: 

  • You can only share the docs with external guests where you are the Owner of the doc has been shared with you.
  • You can only share one document at a time with an external guest.  
  • The document that has been shared with the guest will have a “Shared with Guest” icon adjacent to it when viewing a list of all documents.
  • Each document that has been shared with a guest will also have a banner informing you of the same
  • This functionality depends on your having the right to share docs with external guests. 
  • This feature is available only in the dox2U Pro plan. If you would like to utilise this feature, you will have to upgrade your current plan to dox2U Pro. 
  • This is a right-based functionality 

Let us see how. 

To share your documents with external guests, follow these steps:

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

Step 2: Click the menu button and select Share with Guests

Step 3: Enter the email address of your Guest with whom you want to share the document. 

💡You can also choose to add multiple guests by simply typing additional emails. 

Step 4: Specify the Access Duration in terms of‘ days’ and ‘hours’ and select “Add Guest”. The time for which you can provide document access to a guest ranges from a minimum of 1 hour to a maximum of 99 days and 23 hours. You may also choose to revoke access whenever you want. 

Step 5: In the dialogue box that pops us, press “Confirm” to continue with the sharing process or press “Cancel” to abort. 

Guest Sharing is a powerful tool that is only available in our Enterprise plan. Upgrade Now or contact our Sales team for further information.


 

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