Share Files with Libraries in Salesforce Classic
- On the Files tab, click next to the file you want to share with a library.
- Select Share with library. Or, for external file references (only applicable for Files Connect users), select Share areference, and choose Library in theSharing Settings dialog box.
- Do one of the following, depending on what happens next:If the Publish Content to Multiple Libraries dialog box appears, this means that another library already manages the file. Select one or more additional libraries, and click Publish.If the Share files with a library confirmation message appears, it means that the file has been shared with people who have Collaborator access. If you proceed, Collaborators will have only Viewer access. (A library administrator can give them editing access later.) Click Share to continue, or Cancel if you’ve changed your mind.If the Publish Content dialog box appears, enter a title for the file. Select the library you want to share it with, and enter any tags as metadata. Select a record type, enter any optional information, and click Publish.The file is now listed on the Libraries tab and inFiles in My Libraries on theFiles tab.
- If the Publish Content to Multiple Libraries dialog box appears, this means that another library already manages the file. Select one or more additional libraries, and click Publish.
- If the Share files with a library confirmation message appears, it means that the file has been shared with people who have Collaborator access. If you proceed, Collaborators will have only Viewer access. (A library administrator can give them editing access later.) Click Share to continue, or Cancel if you’ve changed your mind.
- If the Publish Content dialog box appears, enter a title for the file. Select the library you want to share it with, and enter any tags as metadata. Select a record type, enter any optional information, and click Publish.The file is now listed on the Libraries tab and inFiles in My Libraries on theFiles tab.