Sharing a reusable document

August 16th, 2012

If you’ve mastered creating a reusable form, next step is sharing them.

Why share?

– If you have a company NDA, anyone at your company can access it.
– If you have a common company sales doc, you want to share it with your sales team.

1. Go to the Documents page and click Permissions

2. Check the people you’d like to share the reusable doc with.

3. You’re done! When your team member logs in next, he or she will be able to access the reusable doc.

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