Create a folder and upload your first documents
See how to create a folder for a company or client, connect it now or later, and upload your first documents to the right area.
Watch tutorialInvite clients and colleagues to the right folders
Invite colleagues and clients to the folders they need, with the right access, in one step.
Before you start
- Account Owner or Manager access, or Admin access to the folders you want to share.
- The email addresses of the people you’re inviting and the folders they need.
Follow the workflow
Open the My Folders dashboard and click Invite users.
Enter one or more email addresses, separated by commas.
Select the folders and choose User or Admin access.
Send the invitation. New users get an email with everything they need to set up their access.
Good to know
- Users import, code and export documents. Admins can also change folder settings and manage the folder’s users.
- One invitation gives the same access in every folder you select. To change someone’s access, simply invite them again.
- Invite several people at once by separating their email addresses with commas.
Transcript
Here’s how to invite people to your folders. On your dashboard, click Invite Users.
Add the email address of each person. You can invite several people at once; just separate the addresses with commas. Then choose their folders, one by one or all at once.
Pick their access: User, who imports and exports documents, or Admin, who can also change folder settings and invite others. Click Invite User. You’ll see a confirmation, and each person gets an email with instructions.
You’ll find a step-by-step guide in the Datamolino Help Centre.
