How to Share Content from the Document UDV

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:

  1. Open the document you want to preview

  2. Click on the Share icon Share.png in the top right corner of the preview

Sharing the docs.png

A new window will pop up

  1. Choose a user, a group, or an email address from the dropdown menu

  2. Enter a personalized message, if desired

  3. 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:

  1. Open the document you want to preview

  2. Click on the Three-Dot icon 3 dot menu.png next to the page you want to share from the left-hand side page previewer

3 dot menu - page previewer.png

  1. Select "Share Excerpt"

  2. Choose a user, a group, or an email address from the dropdown menu

  3. Enter a personalized message, if desired

  4. 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
 
 

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