How to share ownership and collaborate with others on documents
All users can set up a default list of other contacts who can share access to documents they own (i.e. where they are the identified document owner). Note that these defaults are in addition to, and supplement, the access and collaborator lists on the individual document record/s.
To add a new contact to your docs sharing setup, click the New button on the docs shring tab on you personal preferences.
Click Yes to proceed to contact selection
On the Contacts list, click the target button on the relevant to add one or more contacts to the Current selection list. Click Confirm when done.
The selected contacts will be added to the docs sharing list.
Each contact listed can be granted view-only (1), collaborator (2) or full shared ownership (3) access levels.
Access levels:
Toggle the access levels by clickig the relevant tickboxes as required.
The shared tab on the documents record lists all contacts who have shared access to the current document granted via the document owner's preferences settings.