How can I share documents and see who they have been shared with?

The tool offers a wide range of options for sharing documents with people and assigning individual access rights. In general, the tool allows documents to be shared with other users in all places where they are stored. As part of this, you can see who the document has already been shared with and can adjust the various access rights for specific users. See our

FAQ on "How can I set access rights for documents?" 
FAQ on "What access levels are there and what do they mean?" to find out more about the individual access rights.

Below you will find a list of all the ways in which documents can be shared in the tool.

1. Entity data

In the company data, you can share all documents by clicking on the three dots to the right of the document and then on "Share document".

2. Committees

You also have the option of releasing documents in the committees. Here too, use the three dots next to the document and click on "Share document".

3. Approvals

You can also release your stored documents within the approvals by using the three dots next to the document and clicking on "Share document".


4. Resolutions

The same applies to resolutions, you can also share documents here.


5. Meetings

Of course you can also share documents from meetings.

6. Data room

You can also share documents in the data room and set user-specific access rights. To do this, go to the desired document, use the three dots on the right-hand side and then click on "Share document".

 

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