Sharing Documents

Sharing applies to Folio Docs Documents (not a Jot flow in this guide).

Share

1. Open the Document.
2. Open the Utility panel.
3. Go to Sharing.
4. Search for a user or Salesforce group.
5. Choose Edit or Read Only.
6. Confirm.

Recipients receive a Salesforce notification that a Document was shared with them.

Access levels

• Edit — View and edit the Document; can view sharing but not grant higher access than product rules allow.
• Read Only — View the Document and see sharing; cannot edit body or sharing.

Change or remove access

Drag a participant between Edit and Read Only, or use remove to revoke access.

The owner always retains full control and is the only user who can transfer ownership.

Related: Configuration settings — auto-share · Utility panel