Invite Users to a Document

Sharing Document and Adding Users to a Document

You have two options to set preferences and adding Users within a document.

 

Option 1:

  1. Click on Documents on the left side of your screen. This will bring you to the Document Home page.
    screencapture-dev-docuwalk-documents-2020-06-03-22_43_39
  2. Click once on the document you want to add a user to. On the right side of the screen the document information, Attachments and Users will be displayed.
    screencapture-dev-docuwalk-documents-2020-06-04-04_13_26
  3. Under Users, click Add User.
    screencapture-dev-docuwalk-documents-2020-06-04-04_15_01
  4. Enter the user's information. Role is mandatory. 
    screencapture-dev-docuwalk-documents-2020-06-04-04_18_01
  5.  Select which permission level the user has access to. Choosing a User Permission is mandatory.
    screencapture-dev-docuwalk-documents-2020-06-04-04_20_13
  6. Click the Send Invite button to invite the user to join the document.
    screencapture-dev-docuwalk-documents-2020-06-04-04_21_13

Option 2:

  1. Click on Documents on the left side of your screen. This will bring you to the Document Home page.
    screencapture-dev-docuwalk-documents-2020-06-03-22_43_39
  2. Double click on the document where you want to add users.
    screencapture-dev-docuwalk-documents-2020-06-04-04_13_26
  3. Place your cursor over the Submenu or nine square grid at the top right of the page.
    screencapture-dev-docuwalk-documents-5ed80217c55b4a002733211b-2020-06-04-04_34_26
  4. Click Add User to invite a user.
    screencapture-dev-docuwalk-documents-5ed80217c55b4a002733211b-2020-06-04-04_34_52
  5. Enter the user's information.
    screencapture-dev-docuwalk-documents-5ed80217c55b4a002733211b-2020-06-04-04_37_39
  6. Choose User Permission (required). 
    screencapture-dev-docuwalk-documents-5ed80217c55b4a002733211b-2020-06-04-04_38_39
  7. Click Send Invite button to invite them to join the document.
    screencapture-dev-docuwalk-documents-5ed80217c55b4a002733211b-2020-06-04-04_39_21
  8. Repeat the same process for all the subsequent users you wish to invite.