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Forwarding and sharing documents

There are several ways you can provide your documents to other people.

  • Share: You can share your documents with other people within the application at any time, so you can work together on these shared documents. You find more information on sharing documentshere.

  • Publish: If you want your documents to be read by people who do not have an account, you can send these documents as a link to an e-mail address, for example. You find more information on publishing documentshere.

  • Sending You can also send an uploaded document to a provider within the application. This sending procedure complies with the law and is comparable to sending documents by mail. Always use this function if, for example, you want to send a certificate of incapacity to the employer. You find more information on sending documentshere.

Sharing documents with contacts within the application

Sharing documents with contacts in the application is the safest option. The document remains in your possession, the original document remains in the original location. However, you can allow your contacts to edit the document by granting the appropriate permissions.

This is how it works

  1. Select the document you want to share in the file list.

  2. In the document options, click on Share and then select again Share.

  3. Enable the appropriate permissions for the document for the contact or for multiple contacts.

  4. Click the arrow next to Message to add a message to your contact or all selected contacts. You can also share your document without a message.

  5. Click on Finished to share the document with the selected contact or contacts and to close the dialog.

Note

You can do even more with the Share function:

  • Change permissions of shared documents at any time: To change the permissions, repeat steps 1 and 2 mentioned above and re-assign the permissions in step 3.

  • Share folder with all documents: You can share the entire folder contents with your contacts at once instead of selecting each document individually. If you are in the folder, click on Edit folder > Share. Continue as described from step 3. If you upload a new document to this shared folder, the document will be automatically shared with all contacts.

Publishing documents with contacts outside the application

The Publish function allows you to make documents in your possession in the application available to people outside the application. You will receive one link per document, which you can send to a recipient by e-mail, for example. The document remains in your possession and application. Your recipients can download the document as a copy locally, for example.

This is how it works

  1. Select the document you want to publish in the file list.

  2. In the document options, click on Share and select Publish.

  3. Create a link to the document by clicking the plus icon to create a link.

  4. Either copy this link to the clipboard to send the link e.g. in a chat or send the link directly via e-mail to a recipient.

  5. Click on Finished to close the dialog.

Note

Publishing a document gives you even more options:

  • You can copy the link directly into the browser and open the document, e.g. to test the access.

  • You can add an expiry date to the link. With the expiration date, the recipient can no longer view or download the document. You can find this option in the settings (gear icon) for the link.

  • You can also protect the link with a password. You set the password and it is valid only for the document. Your recipient can open or download the document only with the password. You can find this option in the settings (gear icon) for the link.

Sending documents to a provider

The function Send to provider is only available if you have subscribed to a provider. This function complies with the law and is comparable to sending documents by mail. This function is suitable for sending an incapacity certificate to employers.

This is how it works

  1. Select the document you want to send in the document list.

  2. In the document options, click on Share and select Send to provider.

  3. Then, under Provider Services, select a provider service to which you want to send the document.

  4. Then fill in the form fields and check your information. You will not be able to change your information after the document has been sent.

  5. Click on Send to send the document to the provider and close the dialog.

Publishing folders with contacts outside the application

The Publish function allows you to make entire folders and their contents that you own in the application available to people outside the application. You will receive one link per folder, which you can send to a recipient by e-mail, for example. The documents in the folders remains in your possession and application. Your recipients can download the document as a copy locally, for example.

This is how it works

  1. Navigate to the folder you want to publish.

  2. Click on Edit folder > Publish.

  3. Create a link to the folder by clicking on Create link.

  4. Either copy this link to the clipboard to send the link e.g. in a chat or send the link directly via e-mail to a recipient.

  5. Click on Finished to close the dialog.

Note

Publishing a folder gives you even more options:

  • You can copy the link directly into the browser and open the published folder, e.g. to test the access.

  • You can also protect the link with a password. You set the password and it is valid for the entire folder. Your recipient can open or download the folder only with the password. You can find this option in the settings (gear icon) for the link.

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