Sharing with a client
Assign the document to a client
If the document does not already have a client, open the more options menu (⋯) and choose Doc settings. Select the client from the Client dropdown. This makes the document visible through that client’s portal.
Open the Share dialog
Click Share in the editor toolbar. The Share dialog shows all current access settings for the document.
Set link access
Under Anyone on the internet with the link, choose a permission level from the dropdown:
| Role | What the recipient can do |
|---|---|
| Can view | Read the document only |
| Can comment | Read, suggest edits, and leave comments |
| Can edit | Full edit, suggest, and comment access |
| No access | Link access is disabled (revokes any existing link) |
Clients with a Docsiv portal login can also access documents assigned to them directly through the Client Portal without needing a link. See Client Portal for details.
Inviting collaborators
To give a specific person access rather than sharing a public link:- Type their email address in the Type names or emails… field at the top of the Share dialog.
- Click Invite. The person receives an email invitation.
- Their name and role appear in the access list. You can change their role or remove them at any time.
Password-protecting a link
When a share link exists, a Set a password field appears in the Share dialog. Enter a password and click Set. Anyone opening the link will be prompted to enter the password before viewing the document. To remove the password, click Remove next to the password field.Workspace access
If your document is inside a workspace, the Anyone in [workspace name] row controls whether workspace members can open the document without an explicit invitation. Set it to No access to make the document private to you and any direct collaborators.Client portal visibility
When a document is assigned to a client, a row for that client appears in the Share dialog under Client portal. Use the role dropdown on that row to control what the client sees when they log into their portal:- Can view — they can open and read the document
- Can comment — they can also leave comments and suggestions
- Can edit — they have full editing access
- No access — the document is hidden from their portal
Document status flow
The document status tracks where a document is in its lifecycle. It updates automatically as clients interact with it, but you can also set it manually from Doc settings.| Status | When it applies |
|---|---|
| Draft | You are still working on it; not yet shared |
| Sent | You have shared the link with a client |
| Open | The client has opened the document |
| Commented | The client has left a comment or suggestion |
| Signed | The client has completed a signature (contracts only) |
| Archived | The engagement is closed; document is read-only |
Real-time collaboration
When multiple people have the document open at the same time, you can see each other’s cursors and selections in real time. Changes appear instantly without needing to refresh.All collaborators must have at least Can edit access to make simultaneous edits.