Sharing and permissions
Learn how to securely share documents and manage permissions to enable collaboration while maintaining security and control.
Permission Levels
View Only
Recipients can view and read documents but cannot make changes
- Read access to document content
- Ability to comment and provide feedback
- Download permissions (if enabled)
- No editing or modification capabilities
Edit Access
Recipients can view, edit, and modify document content
- Full editing capabilities
- Ability to add, modify, and delete content
- Comment and collaboration features
- Version history and change tracking
Admin Access
Full control including permission management and sharing settings
- All editing and viewing capabilities
- Manage sharing and permissions
- Control download and export settings
- Delete and archive documents
Sharing Methods
Internal Team Sharing
Share documents with team members within your organization
External Client Sharing
Securely share documents with clients and external stakeholders
Public Link Sharing
Create public links for documents that need broader access
Time-Limited Access
Set expiration dates for shared documents and links
Security Best Practices
Use Minimum Necessary Access
Grant only the level of access required for each recipient's needs
Regular Permission Audits
Periodically review and update document sharing permissions
Monitor Access Activity
Track who accesses shared documents and when
Set Expiration Dates
Use time-limited sharing for sensitive or temporary documents