On the Paperless website, click on the Home section;

Enter search criteria to filter your database and make forms appear depending on your different filters;

After getting the results you wish to share, click on the second icon on the right, just under the search bar;

In the opening window, enter one or multiple emails to people you would like to send the share.
Enter one email at the time and press Enter to confirm.
​All recipients can be modified later;

Choose an end date for your share.
The blue selection is your selected period.
​You can change the end date later;

Enter a comment that will show in your share.
This will help you identify the need for your share;

Optionally, select one or both of the follow options, according to your needs:
▫ Allow linked documents to be visible:
​Will allow the recipients to view the linked documents menu (procedures and forms);
▫ Allow linked documents to be accessible:
​Will only show once you have selected the first option.
​Will allow the recipients to click and consult linked forms (procedures and forms);

Optionally, select one or both of the follow options, according to your needs:
▫ Allow saved results footers to be visible:
​Will allow the recipients to view the Saved Results footers at the bottom of each verified forms;
▫ Allow saved results footers to be accessible:
​Will only show once you have selected the first option.
​Will allow the recipients to click and consult the Saved Results reports attached to the footers;

Click on Accept to send the selected forms to all recipients.

Gives access to a bunch of selected forms for a predetermined period of time;

Can give access to linked documents;

Can give access to consulting the linked documents;

Can give access to the visibility of the Saved Results footers;

Can give access to consulting the Saved Results reports in those footers;

Gives access to shared forms in a read-only state;

Does not allow the recipients to remove the search criteria used to share the forms, but they can filter furthermore with more search criteria;

Does not allow to open a form from the share to the Paperless Forms app;

Is your ongoing filling cabinet.
​If you share documents and you are not careful of the criteria you use, you might be sharing more than you intended to do;

You can edit the recipients;

You can edit the end date for your share;

You can allow/block the access to the linked documents;

You can allow/block the access to the Saved Results footers;

You can revoke your shares at any time.

How to edit an ongoing share

How to revoke an ongoing share

How to consult an ongoing share

How to search for an expired or revoked share

How to revive an expired or revoked share