How to share a document


To share a document, go to the Projects module and click the Documents tab in a project's page.  

document list

Find the document you want to share. Click … at the end of the row and click share.  

share document

A Share with External Participant modal window pops up. 

participant details

Fill out the fields about the external participant: 

  • Shared Spaces – Select an existing sharing workspace from the dropdown list or create a new one.
  • Shared Space Name – Enter the name of your company’s shared space into this field.
  • External Participant Email – Enter the email address of the external participant who is not a user in Vault Synapse.
  • Shared Space Item Name – The name of the document you want to share.
  • Expiration Date – Enter the expiration date from when access to this document will be revoked. 

Click Save. You have successfully shared your document. 

project document document information

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