العربية

Start free trialBook a demo

Browse the documentation

Documentation

All appsHow the apps connectTeam workflowsCompare

Apps

HR ManagementRecruitment (ATS)Payroll & WPSTime & AttendanceAccounting & E-InvoicingCRM & Sales PipelineSales Orders & FulfilmentInventory, Purchasing & WarehousingProcurement & TendersConstruction & ContractingContracts & E-SignatureProducts & Online StorePoint of SaleRentalsSubscriptions & LicensingHelpdesk & TicketingSocial Media SuiteInfluencer Marketing & Campaign ROIProject ManagementActivities WorkspaceDocument ManagementPDF Tools & E-SignatureCorrespondence RegisterTeam Chat & CallsMeetings & VideoLearning & Certification (LMS)Asset ManagementFleet ManagementRecognition & GamificationContacts & PartnersNotification CentreReports & DashboardsInsights — Business Intelligence & AppsAI CopilotAI Agents & AutomationAI Diagram StudioWebsite BuilderISO Compliance Suite (Imtithal)App MarketplaceCustomer & Partner PortalSecurity, Access & Compliance

A file is shared with a colleague

Who is involved

RoleWhat they do
Documents userOwns the file in their own drive and decides who may open it.
ColleagueReceives access and uses the file.

Step by step

  1. Documents user

    Opens the file, goes to the Sharing tab, picks the colleague from the list and chooses a level such as Download.

    What they see:The colleague appears under Who has access with the level.

  2. Colleague

    Opens Shared with me.

    What they see:The file is listed there.

  3. Colleague

    Opens the file and downloads it.

    What they see:It opens, and Download works because the level allows it.

  4. Documents user

    Looks at the Activity tab.

    What they see:The grant, the colleague's open and how long they read are shown by name.

  5. Documents user

    Removes the colleague's access.

    What they see:The file disappears from the colleague's Shared with me.

Who is told what

Sharing does not send an alert today, so tell the colleague or let them find the file under Shared with me.

Related