Sharing Documents
Collaborate on documents with your team
How Documents Are Shared
In Provisio, documents uploaded to your organization are automatically accessible to team members based on their role permissions. You don't need to manually share each document.
- Owners and Admins can see all documents in the organization
- Members can see documents they uploaded and documents shared with them
- Viewers can only see documents explicitly shared with them
Sharing with Specific Team Members
- Open the document — Go to the document you want to share
- Find sharing settings — Look for the share button or access settings
- Add team members — Select which team members should have access
- Set permissions — Choose whether they can edit or only view
Document Visibility Options
Organization-wide
All team members with appropriate roles can access the document.
Selected Members Only
Only specific team members you choose can access the document.
Private
Only you and organization owners can access the document.
Audit Trail
All document access is logged. Organization owners and admins can see who has accessed each document, when they accessed it, and what actions they took. This helps maintain security and accountability.