How to: Edit document privacy

There are two ways to find a document; looking for the project it is attached to in Projects, or searching directly for the document in Documents

Downloading via the Projects screen

1. Click on the Projects menu
2. Select the relevant project
3. Click on the Attachments tab
4. Click on the Edit button 
   
   
   
   
5. The Manage document pop up will appear. Toggle the Make shared / Make private button to change the privacy settings
   
   
   
   
6. The Privacy description will change from Private to Shared
7. In the Manage documents screen you can also
   • Add a detailed description
   • Create a tag for searching
8. Click on the Save button

 Downloading via the Documents screen

1. Go to Documents 
2. Enter in a full or partial word in the Search documents field
3. All matching results will show in the documents list, select the relevant document
   
   
   
   
4. You will be taken to the Attachments tab of the project
5. Click on the Edit button 
6. The Manage document pop up will appear. Toggle the Make shared / Make private button to change the privacy settings.
7. The Privacy description will change from Private to Shared
   
   
   
   
8. In the Manage documents screen you can also
   • Add a detailed description
   • Create a tag for searching
9. Click Save