How to Share a File?

Sometimes you need to share Files with others. TutterflyCRM has a simple and easy way to get this done! This page can help you understand how to share a File in a few simple steps. Read on!

Step 1: Go to Options column, and click on the inverted triangle symbol.

Step 2: Select the ‘Share’ option.

Step 3: From the ‘Share Files’ box, select the ‘Viewer’ or ‘Collaborator’.

Viewer: A viewer has limited rights to the File. They can preview, download, share and attach a File to post. They cannot edit, upload a newer version or change permissions to the File.

Collaborator: Collaborator has access to preview, download, share and attaching a File to a post. They can also edit, upload a newer version and change permissions to the File.

Step 4: Great! We are almost at the end! Select the user name with whom we will share the File.