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Sharing files and folders

Use sharing when another user, institution, or external recipient needs access to a file or folder from E-Folder. You can share both files and folders, and the access you give depends on the permission you select.

Note: Sharing works the same way for files and folders. If you share a folder, the recipient gets access to the folder according to the permission you grant.

Step 1

Open the sharing options

  1. Open the folder that contains the file or folder you want to share.
  2. Click the three dots icon on the item.
  3. Point to Share, then choose the sharing option you want to use.

Share options in the E-Folder file actions menu

Public Institution Share with users from an institution that uses the system.
Private Entity Share externally by email.
Copy external link Copy a link that can be opened in a browser to download the shared file.

Step 2

Option 1: Share with users from a public institution

  1. Select Public Institution.
  2. Choose the organization from the list on the left.
  3. Use the search field to find the user you want to share with.

Select organization and search user when sharing through Public Institution

  1. Tick the checkbox next to the user.
  2. Choose the permission you want to give: Read or Write.

Choose Read or Write permission for a selected user

Read The user can open, view, and download the shared item.
Write The user can edit editable files, export to PDF, and re-share.
  1. Review the users in the Selected Users list.
  2. Enter a comment if needed.
  3. Click Share.

Selected user list, comment field, and Share button


Option 2: Copy external link

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