Collaboration

7.1. Sharing Documents

The following options are available:

  • You can share a selected document with read access by creating a public link.

    You can give this link to internal users or external partners. Everyone who gets this link can read the document.

  • Invite internal users or external partners by E-Mail to a share. You define which permissions are granted for the document.

    The invitation E-Mail contains notes for accessing the document. If an external partner accesses the document, the partner will automatically be logged in as a guest user.

How to invite internal users or external partners to read or edit the selected document:

Prerequisite: You have opened a document for editing purposes.

  1. Click on File in the Office menu bar .

    Click the Share icon in the tool bar. Click on Invite people.

    A window opens. Existing permissions will be shown as a list.

  2. Enter an E-Mail address in Add people. The E-Mail address will be added to the list as internal user, group or guest. Preset permissions are granted.

    If required, enter a message.

  3. The following options are available:

    • To adjust a user role, click on the current user role Viewer. Select an entry from the menu.

    • In order to remove a permission, click the Action icon next to the name. Click on Remove.

  4. Click on Share.

    The recipient gets an E-Mail with a link. If the recipient clicks on the link, the document will be opened in the Viewer. If you granted edit permissions to a recipient, the recipient can open the document for editing purposes by clicking on Edit in the Viewer.

Parent topic: Collaboration