Managing Permissions

Control who can access your shared documents and what they can do with them.

Understanding Share Permissions

When you share a document, you grant specific permissions:

Level	View	Download	Re-share
View only	✓	✗	✗
View & Download	✓	✓	✗
Full access	✓	✓	✓

Viewing Current Permissions

To see who has access to a document:

1. Select the document
2. Click the Share button or Info panel
3. View the list of people with access
4. See their permission level and when access was granted

Changing Permissions

To modify someone's access level:

1. Open the share settings for the document
2. Find the person whose permissions you want to change
3. Click the permission dropdown
4. Select the new permission level
5. Changes take effect immediately

Revoking Access

To completely remove someone's access:

1. Open the share settings
2. Find the person to remove
3. Click Remove or the trash icon
4. Confirm the removal

The person will immediately lose access and any shared links they have will stop working.

Bulk Permission Changes

To change permissions for multiple documents:

1. Select multiple documents
2. Click Share > Manage Permissions
3. Make changes that apply to all selected documents

Default Sharing Permissions

When creating a share, you set the permission level for each share individually. Admins can manage sharing access via the Shares tab within each matter.

Permission Inheritance

When sharing a folder:

• All documents in the folder inherit the share permissions
• New documents added to the folder are automatically shared
• You can override permissions for individual documents if needed

Audit Trail

Sharing activity can be reviewed from the Shares tab within a matter, where you can see all active shares, their recipients, and permission levels.