How to: Share a document

You can share a Dazychain document with someone that is not in your legal team or organisation. You can send a shareable link to provide access to a file and remove it when it’s no longer required. To share a document:

From the Attachments tab

1. Navigate to the project where your document is saved
2. Click on the Attachments tab of the project 
3. Select the edit button near the document, the Manage document screen will appear
4. Next to Share by email, enter the recipient’s email address you want to share the document with
5. Next to Expires in (days), Enter the number of days you want the link to be accessible before it expires
6. Enter a Message you want to send with the link to the recipient next to Message
7. Click on the Add Share button

The recipient will receive an email with the document link they can access to edit the document online. When the recipient finishes editing the document, you can see the recipient’s name and a new version number of the document listed in the project.

From the Folder menu screen

1. Select the Folder
2. Select the Project
3. Select the document

From the side screen, you can follow from step 4 onwards

From the collaborators' tab

1. Click on the Collaborators tab
2. Click on the Green Plus next to Off-platform users
3. This opens a window where you enter the user details and choose what to share with them
4. Fill in the off-platform user's details
5. Select the items you want to share
6. Click the Add user button
7. Select Next
8. Select which documents, comments, and project details you want to share then continue to the Next page until all attributes you would like to share have been selected
9. Select Never expire if the external user should be able to access the document Indefinitely
10. Select Add user to complete the sharing process, this will issue a notification email

Remove sharing

1. Access the Manage document screen
2. Next to Shared with, will be the emails of all recipients that have access to the document, click the x next to the email you want to remove access from 
3. Click Save