In this tutorial, I will show you how to share files and folders in the Documents Module.

The Documents Module allows you to easily add and share folders and files with your users. 

First, check your Roles and Privileges for the Documents Module to make sure every user role has the privilege to do the actions they require, such as view the Documents Module, add, edit, share, and delete files and folders. Once the Roles and Privileges are set up, you can control what files and folders are visible to each user by sharing them individually.

For more information, please watch the tutorial, How to Manage the Roles and Privileges for the Documents Module.

Let's get started.

SHARE FOLDERS: (0:48)

2. Go to the Documents Module.

3. To share an entire folder click on the three dots next to the folder and select "Share".

4. Select "Users" if you want to share the folder to specific users, or "Groups" if you want to share it to some groups of users. Groups or users are defined in the Users module, for more information please check the corresponding tutorial.

5. Now select the user from the drop-down list, you can add several at a time and click on share.

6. Or you can click the "Share all" button to share the folder with all the users who have the Roles and Privileges to view documents.

7. Alternatively, you can click on the "Unshare all" button to unshare the folder with all users.

IMPORTANT: Shared folders will share all the folders and files that are inside that folder.

SHARE FILES: (1:35)

Otherwise, you can just share a single file that is inside that folder.

For example, I am going to share a file in the Training manuals folder. Here I have some files in excel, pdf, and word. When I click on the 3 dots next to one of the files and select "Share" I can select individual users or a group. I am going to select a few users from my drop-down list and click "Share". Now, this file has been shared with all the users I selected.

As mentioned before, if I want to quickly share with all users that have the Roles and Privileges to view the Documents Module, I can just click the "Share all" button. Likewise, if I want to quickly not share the file with all users, I can click the "Unshare all" button.

Here, at the bottom of the window,  you see a list of all the "Inherited Users". These are the users that have this file or folder shared because a folder has already been shared to them. 

You also have the option to share a file with a link. To do that, click on the "Link" menu, this will copy the link to the clipboard and you will be able to easily share it with any other user.

Please watch more in-depth tutorials to learn more about the Documents Module.