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How to share documents as a team?

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About this article

Sharing documents as a team is a function of Engage that will allow authors to share document insights as a team, to share document insights with all team members.

 

Prerequisites

 
  • Engage module enabled
  • Authentication method configured with Azure AD OpenID Connect

 

 
  • Email authentication and SAML2 are not supported. If email authentication or SAML2 are the selected authentication method, the "Share as" step in the Sharing flow will be skipped.

 

When sharing documents

  1. Start sharing your document.
  2. Choose to send the document as yourself or as one of your teams.

    screenshot.png

  3. Share the document.
  4. All team members will be able to access the document via their sent items.

    mceclip1.png

  5.  All team members will be able to access the document insights and activities.

 

After sharing documents

  1. Go to Manage documents
  2. On the document level, access "Edit Team" under the "More" menu


    image__9_.png

  3. One can update the Team

    mceclip0.png

  4. All team members will be able to access the document via their sent items.

    image__10_.png

  5.  All team members will be able to access the document insights and activities.

 

 
  • The teams in the dropdown menu are all of the teams your user is part of in your AD, that Templafy receives.
  • The “Send as” flow and the “Edit Team” button will not be shown if the customer authentication method is SAML2 or Email Authentication.
  • If notifications are enabled on the document, they will only be sent to the author of the document (not to the whole team)

 

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