How do I share a file or folder with owners?

ForLandlordsProperty managers

Who can do this

Landlords, Organization admins, members with Edit Documents.

Where to find it

Documents → item → More actions → Share.

Steps

  1. Choose Share. The dialog "Share <name>" explains "Owners you add can view and download this file. They can't change it." (for a folder: "…everything in this folder…").
  2. Under Owners, pick one or more of:
    • Share with the owners of <property> (offered when the file is linked to a property).
    • Owners of properties (or Owners of other properties): search and pick properties. "Every owner of the property gets access, and it follows ownership changes."
    • Specific owners: search and pick owners by name.
  3. Select Save.

What happens next

"Sharing updated". The file's Sharing section lists "Owners of <address>" or "Owner: <name>" with a people count. Owners see it in their portal right away.

Good to know

Files inside a shared folder show the folder's access with "Shared via folder <name>". In the file's own Share dialog that access appears under "From folders" and must be changed on the folder.

Limits

Archived items can't be shared. Members without Edit Documents don't see Share.

Troubleshooting

"An item can be shared at most 50 ways. Remove some first." Remove some entries before saving. "Couldn't update sharing" shows the reason.

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