How to Manage Shared Documents

This article explains how to browse, find, open, and organize shared documents from the Shared module in VE Web.

Open the Shared module

Open the Shared module in VE Web to browse all the shared documents you can access.

Shared categories and recent documents

Understand the Shared categories

The Shared module organizes documents into the following categories:

Category Description
All Documents Shows all accessible shared documents.
Project Documents Shows documents related to the current project.
My Documents Shows documents you shared and own.
Shared with Me Shows documents shared with you by other users.
Favorites Shows documents marked as favorites.
Trash Shows deleted documents that can still be restored or permanently deleted.

Recent Documents

The Shared module can display recent documents so users can quickly reopen recently accessed or recently shared content.

Understand the document list

The document list provides key information such as name, project, analysis, sharing information, last opened date, creation date, and owner.

Search and filter documents

Users can search and filter documents directly from the list to find the exact document they need.

Accessing recent documents – Filtering Documents

Available actions

From the document list, users can perform standard actions on shared documents, such as:

  • Open
  • Copy Link
  • Favorite
  • Share
  • Move to Trash

Favorites

Users can mark frequently used documents as favorites to find them more easily later.

Marking documents as Favorites

Trash

The Trash category can be used to review deleted documents, restore them, delete them individually, or empty the whole Trash when needed.

Using the Trash bin

View sharing details

Users can open the sharing details of a document to see who has access to it and what level of access is available.

Viewing the sharing details of a document

 

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