About Shared Documents

The Documents page allows viewing and adding Shared Documents.

To add new Shared Documents:

View previously entered Shared Documents.
To Edit, Delete, Download, Copy Link to clipboard, or Email Link, select the Action icon .
Select ADD PACKAGE.
Select SELECT DOCUMENT(S).
Enter an Access Password.
Select an Expiration Date.
Select the Shared With from the dropdown menu.
If applicable, place a checkmark in the Allow overwrite checkbox.
If applicable, place a checkmark in the Allow new uploads checkbox.
Enter any relevant Comments.
Select SAVE & COPY, SAVE & EMAIL, or SAVE to add a package .
Otherwise, select CANCEL to return to the previous screen.
Select the arrow to reveal the Documents.
Select ADD DOCUMENT to add a document to an already existing package.
Place a checkmark in the appropriate box.
Select SELECT to add a document.
Otherwise, select CANCEL to return to the previous screen.

Documentation