Sharing and Collaboration

Permissions, sharing and collaborative document work

In brief

Control access to your documents precisely with permissions. Share files internally or externally and collaborate through comments and annotations.

Permission management

Permissions control who can access documents and with what rights:

  • Read: view and download the document
  • Write: modify metadata, add versions
  • Delete: delete the document
  • Share: share with other users
  • Admin: manage document permissions

Permissions can be set at the folder level (inherited by documents) or at each document level individually.

Internal sharing

To share a document with colleagues:

  1. Open the document and click Share
  2. Search for users, teams or roles
  3. Select the permission level to grant
  4. Add a personalized message (optional)
  5. Confirm sharing

Recipients receive a notification and the document appears in their 'Shared with me' space.

Tip: Share with a team rather than individuals to simplify access management.

External sharing

External sharing allows you to send documents to people outside the organization:

  1. Click Share > External link
  2. Configure options: expiration, password, download allowed
  3. Copy the generated link
  4. Send it to the external recipient

Security features:

  • Expiration: the link becomes invalid after the set date
  • Password: protection by access code
  • Read only: prevents download
  • Tracking: monitoring of link views

Comments

Comments allow discussion around a document:

  • Add general comments on the document
  • Reply to existing comments (threaded discussions)
  • Mention colleagues with @name to notify them
  • Mark a comment as resolved

Comments are visible to all users with access to the document. They are kept in history even after document modification.

Annotations

Annotations allow you to mark document content directly:

  • Highlight: emphasize a passage
  • Note: add a comment on a specific area
  • Drawing: circle or arrow an element
  • Stamp: apply a label (Approved, Confidential, etc.)

Annotations are linked to a specific version of the document. They can be private (visible only to you) or shared with other users.

Tip: Use annotations for document reviews, then resolve them once corrections are made.
Key points
  • Granular permissions by folder or document
  • Link sharing with optional expiration
  • Threaded comments for discussions
  • Annotations directly on documents

Collaborate effectively

KaliaOps facilitates collaborative work on your documents.

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