Skip to main content

Bulk Sharing Documents

You can share multiple documents at once with our bulk sharing feature. This article outlines how to bulk share documents on a case.

Updated over 2 weeks ago

Overview

You can share multiple documents at once with our bulk sharing feature. This article outlines how to bulk share documents on a case.

Bulk Sharing Documents

To share multiple documents at once:

  • Open the Case Details page for the case

  • Under the Items & Info tab (selected by default), click the Documents tab

  • Check the box next to each document that you would like to edit the sharing settings for

When you select one or more of these checkboxes, a drop-down option labeled "Actions" will appear at the top of the document list with an option for "Share."

Clicking the "Share" button will display a window to edit the sharing settings for all of the selected documents. Choose which contacts you would like to share the files with, then select "Share."

Please Note: This batch sharing option will override all previous sharing settings on the documents selected.

Did this answer your question?