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Share Document to Team as well as individuals

Martyn Houghton

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It would be really useful to be able to share documents at the organisational container level, i.e. Team, as we want to make more use of Document Manager via Service Manager and linking to Organisational records.

As operating multiple service desks within Service Manager, it is important we control the scope of documents to elements of the organisation without having to administer at an individual user basis which is not sustainable.



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Hi @Martyn Houghton

Whilst documents can only be shared with individual users, libraries can be shared with groups, therefore you can create a library for a group (or multiple groups) and then make a document available to those groups by publishing it to that library.  In this way you can make a document available to a group easily.

Hopefully this helps

Trevor Harris

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This can be done as Trevor says above, but via libraries.  Although one layer of indirection in terms of sharing you get a lot more flexibility using this approach.  You can share libraries with roles, groups or individual users.  So the idea would be, define your libraries, share your libraries with the teams as appropriate for your structure, then share documents into libraries. 


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