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Sharing dossiers

Engracia Villar

Engracia Villar

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You can share dossiers from different places

The way to share your documents on Gladtolink is through Dossiers.


If you share your Dossiers with other users, any document you assign to the dossier will be visible to those users with whom you have shared.s, cualquier documento que asignes al expediente, será visible por los usuarios con los que has compartido.

“Collaboration among other users is decisive for the proper functioning of the company”

1.- First of all, create the Dossier.

Go to the Library, click the “Create Dossier” icon from the top bar and follow this link.

2.- Or find your dossier in the library and click on it

In order to find it, you can use the filters as explained in this tutorial.

Once the dossiers are displayed, click on the one you want to share, to enter it.

3.- Once in the dossier, click on “Sharing”

Within the file, on the left click on Sharing:

A dialog will open to select the contacts. Search and select the contacts or groups (departments) with which you want to share the Dossier. Be guided by this tutorial to create groups of contacts..

4.- Customize your sharing.

You can indicate for each user or group of users with whom you are going to share, what type of actions you allow them to carry out on the dossier and on the documents it contains.

¿WHAT ACTIONS CAN I ALLOW OR BLOCK USERS OR GROUPS TO DO?

DOWNLOAD: Allow/Block the original document DOWNLOAD.
SEND BY MAIL: Allow/Block EMAIL the original document.
TAG: Allow/Block CHANGE TAGS of the dossier or the documents it contains.
ASSIGN TO DOSSIER: Allow/Block assign documents to that dossier.
SEE WITH A WATERMARK: Force documents to be displayed with a WATERMARK, with the literal and the information that you decide, as well as how it will look.

Compártelo
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