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Overview of Sharing in Plexie

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Overview of Sharing

There are several ways to share a Plexie document, depending upon whether you’d like the other person to be able to edit the Plexie document with you or just view it and also depending upon if they are in your workspace or not. Here are the three ways to share a Plexie document:

  1. Share With Others Not Using Plexie – Use a ‘Share’ Link. This can be given to anyone and gives them read-only access to the Plexie document. They can only view that specific document and are not in your workspace. They just see what looks like a web page. They can see all the pages in that document, but nothing else.
  2. Invite People Into Your Workspace – This invites the user into your Workspace. They can see and edit anything in the Team Documents area and create documents in the Team area or their own Private Documents area.
  3. Share a Private Plexie Document with Individuals in your Workspace – Documents you create in your Private Documents area are private. You may want to share a Plexie document with one or more individuals in your workspace, but not everyone in the Workspace. In this case, you can simply click ‘Share’ and invite one or more individuals to view and edit this document with you. Note, if you include emails addresses of users not in Plexie, they will receive an invitation to join Plexie and have access to your shared Plexie document (as well as all Team Documents in the workspace).

Public Link Sharing

Share a public link to your Plexie document that can be seen by anyone. This link is visible to non-Plexie users and people outside of the workspace that the document is in.

Invite People to Your Workspace

To invite your team to your workspace, click ‘Invite People’ on the left menu.

Once the invite pop-up appears, enter up to 10 emails at a time. Invited users will receive an invite email.

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Share a Private Plexie Document with Individuals in your Workspace

Share a public link to your Plexie document that can be seen by anyone. This link is visible to non-Plexie users and people outside of the workspace that the document is in.