How to share a received document

Sharing a document enables other users to at least view (and possibly edit) that document.

To share a received document:

  1. In the Inbound Queue, select a document (by selecting the check box for a received or shared document).
  2. Click Share . Or, view the document first, by clicking the 'View document' icon, and then, in the InterFAX Document Viewer click Share > Share.

  3. If the document hasn’t been named, in the Rename Document dialog box, type a name for the document and click Done.

  4. In the Share dialog box, review the document owner and the sharing details (if any).

  5. Invite others to view this document.
    • For specific users, select the Add specific users check box and type user IDs, email addresses, or contact names in the Add users box. Then specify the share permissions from the list next to the box: Can View (default), Can View and Share, Can View and Edit or Can View, Edit and Share. If you wish, select the Add message check box and type a message in the box below. InterFAX sends an automatic notification to shared users. If you added a personal message, it goes to each user.
    • For an existing group of users, select the Add specific groups check box and type group names in the Add groups box. Then specify the share permissions from the list next to the box: Can View (default), Can View and Share, Can View and Edit or Can View, Edit and Share. If you wish, select the Add message check box and type a message in the box below.
    • For inviting all users associated with the account to view the document, select the Enable all users in your account to find this document in their queue and view it check box.
  6. Click Done.

 

As the owner of the document, you can remove or change sharing permissions for shared users in the Share dialog box.

 

To remove shared users or change sharing permission in the Share dialog box:

  • Click Delete, next to that user’s name and click Done.

To change sharing permission in the Share dialog box:

  • Select a different permission level from the list next to that user’s name and click Done.

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