How to share a file
From the Dashboard
Click on the 3 dots (...) to the right of the file name
Click Share
Add the email address and assign access level
Choose if you want to share it with only those invited, everyone at your Workspace or anyone with the link
From within the file
Click Share in the top-right corner of the Editor
Add the email address and assign access level
Choose if you want to share it with only those invited, everyone at your Workspace or anyone with the link
Folders with "Only those invited" access level get a distinct icon with a lock
How to share via URL
If you'd rather share a link with another person instead of inviting them to Happy Scribe, we have the option for you.
Click Share
Change the permission level to Anyone with the link
Choose if they can edit or can view
Copy the link and share it
How to share a project/folder
Go to project folder and click Share folder
Add their email address
Assign their access level; don't worry if you forget, you can change this later on
Choose if you want to share it with everyone or only those invited
❗️Admins in the workspace have access to all files and folders in the All files section, even if they are invited only
What are the different access rights?
Below, you'll find a table with the various options for access and their permissions ⬇️
Access | View & Comment | Edit Files | Share Files |
Full access | ✅ | ✅ | ✅ |
Can edit | ✅ | ✅ |
|
Can view | ✅ |
|
|
How to invite someone outside of my workspace?
External collaborators are Guests on Happy Scribe who:
Will need to be invited as Guests to the Workspace
Won't have access to projects/files that are shared with the whole workspace
Will need to be specifically invited to each file and folder using the process described above
It's important to note:
If the guest does not have an account, they'll need to sign up.
After signing up, the files shared with them will appear until the heading Shared on the left side of the dashboard