Share a Document

To share a document select the "Share"  icon on the top right of the document and select copy a link to send to other users.

The kind of link depends on where you have saved the document, e.g. SmartDraw or OneDrive (we seemed to have more success with the OneDrive Link for allowing guests to edit)

You can specify if you want the link to be View and Edit, View Only, or if you want to turn off sharing for the document.

It only allows one person to edit at a time, and will boot the current user if some wants to take over.

For changes to appear to other users (whether editing or not) the changes have to be manually saved, and then they will update.

Connect to OneDrive Storage

For users to access the OneDrive saved documents, they have to connect their account to their OneDrive. There are three ways we found to do this.

1. When they try to save a document of their own, they can select OneDrive from the list of icons under “Add a Service”
2. Alternatively, in the lefthand menu they can go to Integrations > Storage and select “Connect OneDrive Storage”
3. Finally, if they select Documents in the lefthand menu, they can select the “+ Add Storage” option and then select OneDrive to add to their account