How to share Inbox Documents?
Document Inbox can be shared with other users or groups. This is useful when another user should take action on the Document Inbox by classifying the documents and completing the document information.
Users are granted the Inbox Editor role on those documents with View Document, View Content, Edit Field and Reclassify permissions in the Unclassified lifecycle.
To share your Inbox Documents:
- Go to Library and click on Document Inbox.
- Click on Share Inbox.
- In the Share Document Inbox window, click in the drop-down menu to find the user or the group, or write their name.
- Click on Add. The user or the group appears in the Shared with: list.
- Click on Apply.
These settings apply to existing and future documents in the Inbox Documents.
Vault Help Documentation: Inbox Document Sharing