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Speaking of sharing folder or document...

This feature allows you to share folders or documents available in the document browsing structure with communities or other users.

Folders or documents can be shared, at the same time, with:

- the communities the user is part of;

- specific users;

- followers.

You can enter a message to follow the sharing.

To implement the sharing, a notification and a message are sent by e-mail to all recipient users, containing the sharing data, as well as information that make it possible to trace the origin of the shared folder or document. When a document is shared in document browsing, the message contains information about the document's source folder.

Example: "José has shared the document content in the HR Community".

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

01. Find the folder or document that you wish to share.

02. Click on the Share – the icon is located in the social actions area to the right of the document name.

Or in the Document actions menu found in the document view window – when the item to be shared is a document.

03. Click on Share.

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.

04. In the Share window, enter the users and/or communities with which you wish to share the folder or document.

When you start to type the name of the user or community, you will see suggestions that match the information entered.
An alert is sent if the user or the community entered does not have access to the content being shared.

05. Enter a message to go with the sharing, if desired.

The message that will accompany the shared content can contain up to 700 characters.

06. Click on Share to confirm sharing; or on Discard to opt out, if you wish.

The shares made to communities generate posts in them and a notification for the users.


01. Find the folder or document that you wish to share.

02. Click on the Share – the icon is located in the social actions area to the right of the document name.

03. Click on Copy link. 

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

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

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.

03. View the information regarding document sharing in the Shared by window.

Shares to users are not counted and are not shown in the list.

It is possible to search a specific sharing through the search field located in the top right corner of the window.

You can view the content in the location where it was shared by clicking on the icon to the right corner of the line corresponding to the share that will be displayed.



Please note!

This documentation is valid as of the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform.