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Create and Share a ShareSpace

You may have a set of documents you need to share with a client or someone outside your firm. You can allow them to view, edit, or download these documents, or add other documents to send to you using a ShareSpace. A ShareSpace is a container (like a folder) to which you can give others access. It becomes a shared space in order to collaborate on documents.

NOTE: We recommend that ShareSpaces be used to share a handful of documents with a handful of users. For large-scale sharing, talk to your Administrator about External Users.

There are two ways to create a ShareSpace:

1) From a workspace summary view, click Workspace Options, Add ShareSpace to add it as a top-level container in the workspace. This ShareSpace will be empty to start with, but you can add documents to it using the second method:




2) From your Recent Documents list, within a folder, or from a Search Result:

a) Select any number of documents,

b) Go to Options. Click Share Externally, and

c) Enter a name for the new ShareSpace. Or, you can select an existing ShareSpace in which to place the documents.
d) Select the location you would like that to be
You can choose to Move or Copy the items into the ShareSpace.

Next, you’ll want to give your clients access to the ShareSpace. To do this, click “Sharing with X external people” OR go to ShareSpace Options - Modify Access.

On the left, you’ll see the available users. You can add a new ShareSpace contact by clicking Add. Next, determine what level of access you want them to have.

Finally, you’ll want to send your client a link to the ShareSpace so they can access it. Click the “Email Link” option to email them a link to the ShareSpace. They will need this link to access the ShareSpace, or they can add it to their NetDocuments Home Page, or to their browser’s favorites.