Sharing content from the Document UDV is a quick and simple way to collaborate with your colleagues and send them the whole document or just the part they need the most.
>>> This article is for Everyone.
To share the entire document from within a Document UDV
- Open the document you want to preview
- Click on the Share icon in the top right corner of the preview
- Choose a user, a group, or an email address from the dropdown menu
- Enter a personalized message, if desired
- Click on the "Share" button at the top right corner of the window
Your colleague(s) will receive an automatic notification that content has been shared with them and the content will be saved in their "Shared with Me" Notebook Collection
To share a single page from a Document UDV
- Open the document you want to preview
- Click on the Three-Dot icon from the left-hand page previewer next to the page you want to share
- Select "Share Excerpt"
- Choose a user, a group, or an email address from the dropdown menu
- Enter a personalized message, if desired
- Click on the "Share" button at the top right corner of the window
Your colleague(s) will receive an automatic notification that content has been shared with them and the content will be saved in their "Shared with Me" Notebook Collection
Alternatively, you can copy a unique link address that can be shared using an external communication channel like Slack or Teams
Insider Tips:
- The shared content from the system will only be accessible to other users who have access to your platform
- To share content with users without access to your platform, download the document and share it via email, chat, or an internal communication channel