Share a document by role

Change sharing on one document

1. Open Documents and select the building.
2. Click the file or folder to open its detail panel.
3. Open the Details tab.
4. On the Sharing row, click Edit.
5. Choose a sharing type from the Sharing list:
   • Staff only
   • All residents
   • Residents (then select occupancy types)
   • Groups (then select user groups)Sharing editor with share type dropdown — Document Details Sharing field in edit mode with share type options
6. Click Save.

Result: Audience badges on the item update to match the new sharing (for example Staff only or All residents).

Tip: If the item sits in a restricted folder, you may see inherited sharing text and the type may be locked to match the parent folder.

Share several items at once

1. Select the items in the list (checkboxes in list view, or Select in grid view).
2. Click Share.
3. In the share dialog, set Sharing the same way as above.
4. Click Save sharing.

Result: The same sharing applies to every selected item.

Tip: You can also set Share with while uploading in Upload documents. Optional Visible From / Visible To dates limit when residents can see the file.