Share a document


Last Update a year ago

You can share a document with, for example, a family member or a service provider such as a fiduciary.

Share a document from your documents section

  • Access your documents section.
  • Click on the small checkbox icon on the right of your screen.
  • Select one or more documents to share.
  • Click on share and you are then redirected to share as explained above.

If you wish to share only one document, you can also press and hold the preview of the document (in cards view) or click on the "..." in list view and access quick actions. There you will find the sharing.

🔔 Note: Note that a share outside of the Addmin application is the creation of a share link accessible by anyone with the link.

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