A common scenario
You need to share a large confidential data file with a colleague who does not already have access to it. The share function will allow you send it as a link, thereby eliminating the need to attach a big file it to an email.
Note that this function allows you to share with HGSE affiliates, not non-HGSE affiliates.
To share a document or file:
- Select the item by selecting the check box or single clicking
- Click on the Share button
- Enter the user's or group's name or email address
Note: To share with users outside of the system, enter that user's email address.
- Click Next to advance to the permissions page
- Verify or change permissions for each user or group
- Click Finish, or Next to send an email to those with whom you are sharing
- Check boxes next to the people and groups you want to email regarding your shared file
- Click Finish