How to share a document?

You can share a document with one or more holders so that they can access it from their Equify account.

To share a document with one or more holders, you must:

1️⃣ Search for your document:

In the Library section, using the folders on the left and the provided filters, or directly via the search bar.
Elsewhere in the application: in your Timeline, by clicking on the related event, or in the left menu of another object (security, pool, account, etc)

2️⃣ Once you have found your document click on the "..." at the end of the line and then on Edit.

3️⃣ A modal appears, allowing you to edit the document.

4️⃣ Select the accounts you want to share your document with and then click Save.

You can also see which accounts have access to a document, and edit the sharing rights by pressing the 🔗 icon on the document's side panel.

To understand the difference between linking a document and sharing it, please check out this article.