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How to Share a Document

Create a secure link to share your workflow with your team

Create a secure link to share your workflow with your team

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Last Updated on June 19, 2023

Overview

DocuFast makes it easy to share your documents without exporting files. You can control who can access your document, generate a shareable link, and update access at any time.

Steps

Step 1: Open Sharing Options

At the top of the document, click the Share button. This opens the sharing panel.

Step 2: Enable Access

Toggle the Access option to grant public access. Make sure to save changes after enabling public access.

Step 3: Copy and Send Link

Click the Copy icon to copy the shareable link. You can now send this link to teammates or external users.

Managing Shared Access

  • You can disable access at any time by toggling Access off

  • Changes take effect immediately after saving

  • Always confirm access settings before sharing externally

Tips for Best Results

  • Review the document before sharing

  • Use sharing for collaboration, onboarding, or training

  • Disable access once the document is no longer needed externally