The Share Document feature in Doculan allows you to send any stored document to individuals or groups quickly and securely without requiring them to log in.
You can share for review, reference, or collaboration, while maintaining full control over access permissions.
The Share feature provides a simple way to send read-only access to any stored file directly from your dashboard.
It is often used to:
- Share signed contracts or templates with clients.
- Send drafts for approval or feedback.
- Collaborate with colleagues without duplicating files.
Note: Shared documents are temporary links; recipients can view or download only until access expires.
- In the Actions column, click the three-dot (⋮) button beside the document you want to share.
- From the dropdown menu, select Share.
Once you click Share, a popup or side panel will appear with fields for:
- Recipient Name
- Recipient Email Address
- Expiry Date: Set how long the link should remain active.
- Reminder: Choose to send an email reminder before expiration.
- Email body: Add a personalized message for context.
- Optionally, click AI Assist to generate a professional message body for your email.
- Schedule Mail Schedule the E-mail deilvery time for the recipient.
- Click Send to deliver the document.
After sending:
- Go back to your Dashboard and select the same folder.
- Check the Status column to view sharing status (e.g., Shared, Opened, Expired).
- Click the Audit button to see complete tracking details � when it was sent, opened, or downloaded.
| Setting | Description | Notes |
|---|---|---|
| View Only | Recipients can view or download | Recommended for clients |
| Expiry | Auto-revokes access after set date | Can't be reopened |
| Reminder | Sends email before expiry | Optional |
| Audit Trail | Tracks every share action | Can be exported as report |
You've successfully shared a document using Doculan's Share feature!
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