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Document settings

Updated

About this article

This article will explain how to edit your document settings upon sharing and after sharing a document. 

 

Pre-requisites 

 
  • Document settings are available upon upload and through Engage web page after an upload, if you need to edit settings after sharing. 

 

How to access the document settings?

Document settings can be applied while sharing your document or once the document was shared.

 

Upon sharing

When sharing a document, you will be able to access and edit the document settings below the name of the document: 

 

SettingsUpload.png

 

Once shared

Once a document has been shared, you will be able to access and edit the document settings by:

  1. Navigating into the sent tab in Manage document
  2. Selecting the correct document
  3. Click on the More button
  4. Click on Settings

mceclip1.png

 

What are document settings?

Security settings

  • Expiration will define the period in which the participants can access the document
    • Options: 7 days, 30 days, 60 days, 90 days, 1 year, never expire
  • Who should view this documentwill define which audience can access the document
    • Options: anyone, anyone with a password, anyone in the organization, specific people
  • Watermark will apply a watermark on all pages of the document being shared
    • Options: draft, internal, confidential, approved, not approved, for comments

DocSettings_Security.png

 

 

 

Notification settings

  • Activity
    • Let me know when the document is opened
    • Let me know when the document is closed
    • Notify me about all interactions 
  • Reminder to participants (sent until the document is opened by the participant) 
    • Every day
    • Every 3 days
    • Every week

NotifSettings.png

 

 
  • Notifications are disabled by default.
  • Reminder to participants is enabled by default and will be sent until the document is opened by the participant. 
  • Resharing the document with the same participant will retrigger the reminders if enabled.
  • Only the document Author can modify the notifications
  • Only the document Author will receive the notifications 

 

Other settings

  • Allow download
  • Allow print

OtherSettings.png

 

 
  • Print and download are disabled by default. 
  • Allowing print or download might impact insights and activities on the document. 
  • If the document is share as a Team, any team member can modify the Other settings (Allow download and Allow print)

 

Related articles

 

 

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