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Professional Services Client Hub Template
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Professional Services Client Hub Template
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Sharing Content
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Sharing Content

This guide will go over the basics of sharing content within Coda.
Apart from publishing a doc to the Coda Doc Gallery, which would make it accessible to anyone in the Gallery, permissions to access content in Coda can be given in 3 different ways:
Sharing a Coda doc directly with a team member
Sharing a Private folder directly with a team member
Creating shared docs either in the Uber workspace or in shared folders in your workspace

Sharing a Coda Doc directly with a team member

Step 1. Select the option to share the doc in the upper right hand corner of the screen

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Screen Shot 2021-04-26 at 4.27.00 PM.png
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Step 2. Enter the email or name of the person you would like to share the doc with, and select their level of access.

Can edit: Will have full access to your doc
Can comment: Will be able to view your doc, and comment within it, but not edit the content
Can view: Will only be able to view the content in your doc, and not make any changes to it.
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Screen Shot 2021-05-20 at 2.34.10 PM.png
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Step 3. Choose to leave sharing on or off by toggling whether you want to allow others to have the ability to share your doc.

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Screen Shot 2021-04-26 at 4.27.49 PM.png
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Sharing a Private folder directly with a team member

Note: Private folder members have access to the entire contents of a private folder. If you do not want someone to have access to folder contents, share a single doc with them using the sharing instructions above.

Step 1: Load your private folder, and from the far right, select the option to “Invite” a new folder member.

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Screen Shot 2021-04-26 at 4.35.32 PM.png
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Step 2: Enter the new folder member’s email or name to share the folder with them and click “Invite.” The screen will load a message indicating the invite was sent.



Creating shared docs either in your workspace or in shared folders in your workspace

Step 1: Select a folder you would like to create a doc in.

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Screen Shot 2021-05-18 at 1.31.09 PM.png
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Step 2: Click “New Doc” to create a new doc in this shared folder, and then follow steps in
Creating a Doc
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Screen Shot 2021-05-18 at 1.32.49 PM.png
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Gallery
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.