Share a document
Sharing one file does not open the rest of your library. Admins and Members choose exactly who gets it. When Northbridge Capital sends a side letter to one LP, that LP sees the side letter and nothing else.
Share with people
Select the files
Open Documents and select the file. You can select more than one.
Manage access
Open the share option and add the people who should have it.
Save
They now see the file in their shared documents. A teammate finds it under Shared with me. An Investor finds it in the investor portal.
Share with a link
A link is handy when you are writing to someone outside AMS. Choose Copy link from the file’s row menu and paste it into your email. Someone who opens the link may need to sign in, and can request access if they are not allowed in.
Revoke the link from the same place when it should stop working. Anyone who opens a revoked link sees an access denied page. Revoke links as soon as a negotiation closes. It costs nothing, and old links tend to get forwarded.
Files on a deal follow that deal’s access policy, not these settings. See Share a deal.