Collaboration

7.1. Sharing Documents

There are the following options:

  • 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 per 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 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 toolbar. 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. You have the following options:

    • 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