How To Share Or Invite Users To Your Documents

Sharing Documents and Adding Users to a Document

In a DocuWalk document you have multiple options for how much access you want others to have for each of your files. You can simply share a document for others to View Only or you can give them more permissions such as Comment, Edit, Sign, and Acknowledge

There are three ways to navigate DocuWalk when you want to give others access:

1)  The document itself

2) Directly from your Library Homepage

3) The Nine Square Grid dropdown in the upper right hand corner

 

Read on for an explanation of each option:

 

Option 1: When you have the document open

1. Look to the righthand column of the screen where it says Add User. Click on Add User and fill out the required information: email, role, and permission level are required. 

<screenshot coming>

2. Once you have fill out the information press Send Invite and a few seconds later a green confirmation alert will appear in the upper left hand corner letting you know the invite was sent. 

<screenshot coming>

 

Option 2: Library Homepage

  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 3: Nine Square Grid

  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. This will open your document. 
    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.