Share Files with People in Lightning Experience
- Start by sharing the file from one of these locations:Next to the file on Files home—Click Share. On the detail page of the file you want to share—Click Share.From the file preview player—Click
- Next to the file on Files home—Click Share.
- On the detail page of the file you want to share—Click Share.
- From the file preview player—Click
- Type the name of the person you want to share the file with and click the name to select it. Enter additional names if you wish to share with more than one person.
- Choose the file permission you want them to have. By default, they have collaborator permission which lets them view, download, share, change permission, edit the file, and upload new versions. Select Viewer to give them permission to view, download, and share files.
- Optionally, add information to the message that recipients receive.
- Click Share and Close. Recipients receive a message that you haveshared a file with them, along with a link to the file. Lightning Experience usersreceive this message as an email notification. Salesforce Classic users get a privateChatter message on their My Messages page on the Chatter tab, and also get an emailnotification if they have email notifications for Chatter messages enabled.