How to share and export Documents

You have full control over who can access each Document. You can share it with specific colleagues, with your whole organisation, or via a read-only link to people outside Vatix, and set whether each person can view or edit.

You can also export a Document as a PDF or Word file to use or store it elsewhere.

How to share a Document

1. Go to 'Documents' in the left sidebar.
2. Open the Document you want to share.
3. Click 'Share' in the top-right corner.

The Share window gives you three levels of access.

Set organisation-wide access

1. Under 'General access' > 'Anyone in organisation', choose:

1. 1. Restricted: Only the people you add individually can access the Document.
   2. Anyone can view: Everyone in your organisation can view it.
   3. Anyone can edit: Everyone in your organisation can view and edit it.
2. Click 'Done' to apply your changes.

Share with specific people inside your organisation

1. In the 'Search users…' box, find the person you want to add.
2. Use the dropdown to set their access to 'Can view' or 'Can edit'.
3. Click the '+' next to their name to add them.
4. Click 'Done' to apply your changes.

Share with a public link (outside your organisation)

Public links let you share a Document in read-only mode with people who
are not part of your Vatix Workspace.

1. Under 'General access', turn on 'Public share link'.
2. Click 'Copy link' to share it.

3. Click 'Done' to apply your changes. 

How to export a Document

1. Go to 'Documents' in the left sidebar.
2. Open the Document you want to export.
3. Click the three-dot menu in the top-right corner.
4. Click 'Export as PDF' or 'Export as DOCX'.

The file will be downloaded automatically to your device.