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How can a team member share a document with another team member?
How can a team member share a document with another team member?

In this article, you will understand how can a team member share a document with another team member.

Jenefa Regina Mary J avatar
Written by Jenefa Regina Mary J
Updated over 6 months ago

INTRODUCTION:

BoloForms offers a seamless and user-friendly document-sharing feature that allows team members to collaborate efficiently on files and folders. This functionality streamlines workflow by enabling easy access to shared documents, enhancing productivity and teamwork within your organization. It helps in

Easy sharing process: Team members can quickly share files or folders with colleagues using the intuitive "share" option.

By utilizing this feature, small businesses can significantly improve their document management processes, fostering better teamwork and increasing overall efficiency in their day-to-day operations.

1. Add the team members to your account.

Step 1 screenshot

2. Click on Documents in the account where I added jenefa@boloforms as the admin.

Step 2 screenshot

3. In the account where I added [email protected] as admin, the team member can share the file that they created or any other file in the dashboard with any other team member.

Step 3 screenshot

4. Click on Documents in the account where I added [email protected] as editor.

Step 4 screenshot

5. In the account where I added [email protected] as editor, the team member can share only the files to which they have access with any other team member.

Step 5 screenshot

6. Choose the team member from the dropdown list. The particular file will be shared with the team members.

Step 6 screenshot

7. Add your team members

Step 7 screenshot

8. The particular file would have been shared with the team member

Step 8 screenshot

FAQ

Can I share multiple files at once?

The admins and owners can add multiple files and folders or share all your documents by selecting the "ALL" option when adding a collaborator, but the team members with only the editor role can only share individual files.

Is there a limit to the number of collaborators I can share the files with?

There is no limit with respect to file sharing. But you can share files only with your collaborators. However, the total number of collaborators will depend on your subscription plan.

Can collaborators edit the documents I share with them?

The editing permissions depend on the access level you set when sharing. The admin or the owner can control whether collaborators can view, edit, or manage the shared documents.

CONCLUSION:

BoloForms' document sharing feature offers a powerful yet user-friendly solution for small businesses looking to enhance their team collaboration and streamline document management processes. By enabling seamless file sharing, flexible permissions, and real-time collaboration, this feature addresses the core needs of modern workplaces.The intuitive interface makes it easy for team members to share and access important documents, while robust security measures ensure that sensitive information remains protected. Whether you're working on contracts, forms, or any other business-critical files, BoloForms provides the tools necessary to keep your team in sync and boost overall productivity.

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