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Sharing files

Authors, admins and owners already see every file in the client account. Sharing decides which viewers see a file.

  1. Choose Saved files… in the Settings and data menu.
  2. Choose Share on the file’s row.
  3. Pick who sees it:
    • All viewers in the account, including people added later, or
    • Or choose viewers: tick each viewer who should see it.

Each choice is saved as you make it. The Shared with column then shows All viewers, No viewers, or how many.

Sharing applies to the file’s whole dataset: every version, including versions saved later. A viewer never loses a file because someone saved a newer copy.

Nothing is emailed. The viewer finds the file in Saved files… the next time they look, and can open it.

Open Share again and untick the viewer, or untick all viewers. They stop seeing the file at once.

The dialog lists viewers only. If your account has none, an owner or admin can add them in Members.

Every share given or taken back is recorded with who made it and when.