DocFort User Guide
How to Manage Document Access
The Manage Access module in DocFort allows users to control document sharing by revoking access from individuals or multiple recipients simultaneously. Users can also stop sharing documents in bulk and securely send files to external parties directly from the menu.
- Click on the ellipses (…) of the document you need to perform the management on.
- Select the “Manage Access” button to begin the process.
- Manage the access of the people that have access to your documents.
- To Revoke individual access,
- Click on the user you want its access revoked.
- Click on the “(v)” button to reveal the “Revoke Direct Access” button.
- Click on the “Revoke Direct Access” button.
- To create a sharing link and send document to external users,
- Select the “Links” button.
- Click on the “Create a new link" button.
Note: After following the prompt above, you will be on the DocFort Landing Page. See the image above for reference.
- Select the “sharing type” and “permission type” fields to reveal the drop-down with the various types.
- For Both “Organization Wide & Anyone with the link” fields, all you need to do is select either fields and select the permission level you want attached to that link created.
- Click on the “Copy Link” button to complete the process.
- Copy the created link and share it with its recipients.
- For the “Selected People” field, additional information is required.
- Enter the Email address of the Recipient and the date you want the link to expire.
- Once all fields have been filled, Click on “Send Link” to complete the sharing process.
See the image below for reference.
Note: This Module can also be used to share documents with people outside of your organization and from within; all you need is the email address of either recipient.
- After sending the link, the user will then be added to the Manage Access module.
See the image below for reference.
- Share and stop sharing documents by Selecting the corresponding buttons to trigger the actions.