Shared guide

How to Share Your Documents

You can easily share your Docufast documents with teammates or external users.

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·9 steps·23 views·Published

You can easily share your Docufast documents with teammates or external users. Sharing is available directly inside each document from the top menu bar.

Step-by-step guide9 steps

  1. Click Library

    Go to Library on the left-hand side of your dashboard

    Click Library
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  2. Open the Document

    Select the recorded workflow you want to edit.

    Open the Document
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  3. Click Share

    In the top menu bar, click the Share button, A sharing panel will open on the right side.

    Click Share
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  4. Click Link sharing is off

    To enable sharing options, click on 'Link sharing is off'. This action will allow you to adjust the link sharing settings for your document.

    Click Link sharing is off
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  5. Choose how you want to share

    Private access - Only you can view the document with the generated link. Public access - Toggle on the Anyone with the link button to grant access to anyone with the link. This allows external access.

    Choose how you want to share
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  6. For export as PDF

    Click on Share at the top of the document.

    For export as PDF
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  7. Click Export

    Select Export.

    Click Export
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  8. Click Export as PDF

    Choose Export as PDF from the menu.

    Click Export as PDF
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  9. Click Export PDF

    Choose your page size (A4 or Letter) and orientation (Portrait or Landscape), and click Export PDF to download your document.

    Click Export PDF
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