Sharing

Key point: Share folders between multiple groups.

A single document cannot be shared between groups, rather, the containing folder is shared. Shared folders can be used to share documents, comments, edits and xrefs between multiple groups. 

  • Owner group – the owner (default) group for a document is the group it shared from. The name of this group always appears in the first part of the document’s path. In the following document path, the owner group is acme-specs.

/ps/acme/specs/documents/mydoc.xml

  • Shared with group – the shared with group for a document is the group which is not the owner but has access to the document’s path in its group folders. To share a document to a group, a project manager or administrator must share its parent or ancestor folder to that group (the folder becomes a group folder shared to the group). To share the document in the previous example would require sharing the following folder:

/ps/acme/specs/documents

When sharing, there is an option to allow the documents in the shared folder to be edited or not. The default is no editing in the shared with group.

An option is also available to make a shared folder and its descendants available to the 'public'.

If the shared with group is allowed to edit and a user is a member of that group with a role of contributor or higher, details in the document info & metadata panel are editable.

See also: