The sharing function in enaio® client makes it possible to share documents with other enaio® users who have no or limited access rights to the document. The access rights that have been granted and a time period during which the release is valid are specified.
Share functions will vary based on the user's system roles:
-
All users
Any user can use the Start ribbon tab > Objects >
My shared docs to open a list of documents that have been shared with them. -
Users with share rights
Users with the system role (85) Client: Share documents can share documents and open a list of the documents they have shared through View ribbon tab > Areas >
Docs shared by me, where they can also manage their sharing settings. -
Users with administrative share rights
Users with the system role (86) Client: Manage sharing options can open a list of all shares via View ribbon tab > Areas >
All shared docs and revoke shares created by other users.
You can open the list of documents that have been shared with you via the Start ribbon tab > Objects > My shared docs.
To share documents, follow these steps
-
Select the
Share function from the context menu of a document.The Share document dialog will open.
-
Mark one or more users in the dialog.
The list of users can be filtered. The number of selected users is displayed.
-
Enter a time period.
The maximum length of the time period is predefined by the administrator.
-
Select the required access rights.
The View index data right is assigned to all users. The Edit contents right includes the Show content right.
-
Enter a note.
-
Confirm by pressing OK.
The document is shared and displayed in the My shared docs list of the respective users.
To edit your shared documents, follow these steps
-
You can open the list of documents you shared via View ribbon tab > Areas >
Docs shared by me. -
Choose Shared by me from the context menu of a shared
Edit share document. -
Edit the time period, rights, or the note.
Users with whom the document was shared cannot be modified.
-
Confirm by pressing OK.
The share is modified.
Status icons in list My shared docs indicate whether you can only display or also edit the index data and whether you can view or additionally edit the content.
Deletion rights and rights to annotations for image documents cannot be granted via document shares.
Documents shared with users who can access them only through the share are displayed exclusively in the My shared docs list. They do not appear in hit lists, portfolios, or locations. Corresponding subscriptions and follow-ups to shared documents are also not shown in inboxes.
Document shares are valid throughout the specified time period. On the last day, the document share is shown in red and an icon appears in the status bar.
You can access the document based on the access rights you were granted via the context menu.
on the right.
areas. Use the toolbar to show all hidden areas at once:
