Pro Tip: Document Sharing
As you begin to prepare for Officer transitions and winter break, it is a good idea to double check that all of your documents are shared with the right members and easily accessible through the Collaborate section on the website and Documents in the mobile app.
The sharing permission logic for documents and folders are as follows:
Shared Files & Folders will be listed in Collaborate under Shared with me
All files within folders are shared with anyone the folder is shared with
You can remove sharing of a specific file within a folder by updating the specific sharing permissions for the file; all other files in folder will continue to be shared with the shared members of that folder
Important Notes::
When a file or folder is shared, you will have the opportunity to notify the relevant members that you have shared a file/folder with them.
You should check sharing permissions for files and folders to make sure they are shared with the correct groups/individuals
Right click on the folder and select share, confirm the groups to share with and then click the “Update” button and the updated sharing permissions will be applied to the group.
The most common sharing error we notice is that when the document/folder is uploaded it is not shared with anyone or it is shared with individual users instead of with a group.
We recommend sharing with the group so that you don’t accidentally miss someone. If the group is updated, that will automatically update the document/folder sharing permissions as well.
