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Index
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Speaking of sharing
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folder or
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document...
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This feature allows you to share folders or documents available in the document browsing structure with communities or other users.
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Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. Forms are the only type of document that cannot be shared.
Share folder or document
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01. After finding Find the folder or document that you wish to share.
02. Click , click on the 
Share – the icon is located in the social actions area to the right of the document name, or .
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Or in the Document actions menu found in the document view window – when the item to be shared is a document. |
0203. Click on Share.
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This step is not needed when the document is shared from the document view window, since when clicking on the Share option from the Document actions menu, the window that allows for sharing is already displayed. |
0304. In the Share window, enter the users and/or communities with which you wish to share the folder or document.
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When you start to type the name of the user or community, you will see suggestions that match the information entered. |
0405. Enter a message to go with the sharing, if desired.
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The message that will accompany the shared content can contain up to 700 characters. |
0506. Click on Share to confirm sharing; or on Discard to opt out, if you wish.
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The shares made to communities generate posts in them and a notification for the users. |
Get folder or document link
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01. After finding Find the folder or the document that you wish to share through its link, click .
02. Click on the Share – the icon , is located in the social activities actions area to the right of its the document name.
0203. Click on Copy link.
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When clicking on this option, the directing link to the folder document is copied to the transfer area, allowing it to be shared in other locations, such as documents, tools, e-mails, etc. If the browser used does not support sending the URL to the transfer area, when clicking on Copy link, a table is displayed with the selected link; press "Ctrl + C" to copy. Some users might not be able to view the content to which the link refers due to access permissions. |
Share document externally
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Instructions for sharing the document with people without access to the platform can be found in the External sharing documentation.
View folder or document shares
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01. Find the folder or document for which you wish to view the shares.
02. Click on the number displayed over the Share icon, located in the social actions area to the right of the folder or document name.
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This documentation is valid as of the Lake (1.67.0) update. If you use a previous update, it may contain information different from what you see on your platform. |
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