This feature empowers users with the appropriate permissions to view, edit, and manage documents initiated by other users within their organization or assigned workspace. Here are key capabilities:
Shared Document Access: Users can access documents created by colleagues, enabling seamless collaboration across departments or teams.
Role-Based Permissions: Admins can define who can view, comment, or make changes to documents, ensuring privacy and control over sensitive contracts or agreements.
Real-Time Updates: Any edits or comments made are instantly synced, so all collaborators are always working on the most up-to-date version.
Audit Trail & Version History: Every change is logged with a timestamp and user info, ensuring accountability and compliance.
This feature is particularly valuable for teams managing contracts, HR forms, legal agreements, or sales proposals, where multiple stakeholders need visibility and input before finalizing and signing.
- To configure this feature you need to enable user Roles with permission to view Others documents.
- Second, to share a specific document or template, mark document as Shared.