Sharing Documents

Control who can access your documents and what they can do.

Visibility Levels

Documents can have different visibility levels depending on your organization's settings. Common options include private, team, and company-wide.

Sharing with Specific Users

Share a document with specific users and set permission levels:

• View — Can read the document but not edit
• Edit — Can make changes to the document
• Admin — Can manage sharing and permissions

Managing Access

• View who has access — See a list of people who have access to the document
• Update permissions — Change someone's permission level
• Revoke access — Remove someone's access at any time

Shared with Me

Documents others have shared with you appear in the Shared with me filter. You can find them quickly without searching through all documents.

Document References

Link documents to each other for cross-referencing. Create links that open another document from within the current one. This is useful for related policies, procedures, or related content.