How do I share a file with colleagues?

Summary: This page explains how to share a file with colleagues from the File Record Page. It shows where to manage sharing settings and how access is granted to other users.

You can share a file with colleagues directly from its File Record Page. Sharing a file lets other users access the document while maintaining control over who can view or manage it.

This action leverages Salesforce sharing and adheres to your organization’s security model.

Sharing a file from the File Record Page

Steps

• Open the File Record Page for the file you want to share.
• In the Highlights panel, click Sharing.
• Add one or more users or groups.
• Define the appropriate access level.
• Save the sharing settings.

After sharing, the file becomes accessible to the selected colleagues according to the access level you defined.

Important to know

• You must have permission to share files.
• Sharing applies only to the selected file, not automatically to other files in the folder.
• File access always follows Salesforce sharing rules and organizational configuration.

Why is this useful?

• Collaborate with colleagues on documents
• Grant access without changing file ownership
• Keep file sharing controlled and secure

More information

If you want more information about how to manually share records with other users in Salesforce Lightning Experience, see the Salesforce Help page Grant Access to Records in Lightning Experience.