Know before collaborating:
Team members must be added to your Organisation team before joining collaborative threads.
Available on Standard plans and above.
Basic plan users can only join as team members on higher-tier subscriptions.
Sharing your document
Start by creating a new document or opening an existing one that you wish to share.
Add team members in two ways:
Click the Share icon at the top right of the document editor.
Click the context menu (three dots) next to the document on the main Docs screen, then click Share.
In the Share document pop-up window, configure the sharing settings:
Under Member, select a person from the list.
Under Role, select an option: Owner can modify and delete, Editor can modify, and Reader can only view the document.
Note: A document can have multiple Owners, but only the creator can share or delete it.Repeat these steps to add more team members.
You can change roles or remove team members at any time.
Click Continue when finished.
Accessing a shared document
When added to a shared document, you'll receive a notification (a red pulsing dot) next to your profile in the sidebar. To join, click the red dot.
Click Notifications.
In the Notifications panel on the right, view all document invites with the latest at the top. Click View document to open it.
You can now begin collaborating based on your assigned role (Editor or Reader). Note: If the shared document is in a different workspace, Euryka will switch to that workspace automatically when you open it.
Managing document access
Click the Share icon at the top right of the document editor, or click the context menu (three dots) next to the document in the list and select Share.
In the Share document pop-up:
Under Member, select a new role for the collaborator.
Select Remove to stop sharing the document with the collaborator.
To learn more about sharing documents, watch this Euryka Academy tutorial.