Open a shared document

Owners · 30 seconds · Owner

You can open a document shared by your agency.

English narration and visible captions. The tutorial uses fictional people and records in a demo agency.

Try it

1. In the owner portal, open Documents.
2. Check the file’s title and associated property.
3. Use the file’s download control and open the downloaded document.
4. This list contains the files your agency published for your access.

Transcript

Open a document your agency has shared with you. In the owner portal, choose Documents and select the file you need. Check its title and property before opening it. This area contains the documents your agency has published for your access, giving you a simple place to find the shared information.

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