Sharing Documents within a Channel
đ„ Video Walkthrough: A video guide accompanies this article â watch it here.
Overview
When uploading a document to a channel in ZetaSafe, you can share it with any managed clients within that channel. Shared documents are then accessible to those clients via their own Document Explorer, keeping everyone working from the same up-to-date files.
How to Share a Document with Managed Clients
Begin uploading a document at the channel level in ZetaSafe.
When prompted, check the sharing option to enable sharing with managed clients within the channel.
Complete the upload as normal.
Once shared, the document will automatically appear in the Document Explorer of each client it has been shared with.
Where Shared Documents Appear
Clients who have been shared a document can find it in their Document Explorer, listed under the Shared Documents section at the bottom of the screen.
Note: Shared documents are view-only for clients â they are managed at the channel level.
Things to Keep in Mind
Sharing is set at the point of upload â ensure the sharing option is checked before completing the upload, as this option may not be editable afterwards.
Shared documents appear at client level â clients will find shared files under the Shared Documents section of their Document Explorer, separate from their own uploaded documents.
Channel-level management â shared documents are controlled from the channel, ensuring clients always have access to the most current version.