Sharing files
Sharing in the File Library works at the folder. You give a colleague a folder, choose what they may do with it, and everything inside it comes with it. There is no per-file share.
Whole matters are shared elsewhere. If you want a colleague on the case rather than in one folder, add them to the project instead. See Collaboration.
Sharing a folder
Open Share folder
Open the folder's menu from the kebab on its row in the tree, then choose Share….
The modal is titled Share folder over the line Invite people to access this folder. It holds one field and one dropdown, joined as a single control.
| Control | What it does |
|---|---|
| The colleague's address. Focus lands here when the modal opens. | |
| The role dropdown | Viewer, Editor or Owner. It starts on Viewer. |
| Share folder | Grants the access. Disabled until an address is typed. Enter does the same. |
| Cancel | Closes without granting anything. |
A confirmation names what happened, in the form "Pleadings" shared with someone@firm.com as editor.
If Judicio refuses the share, the modal stays open and shows the server's reason under the address, such as Folder is already shared with this user. When there is no reason to show, it reads Could not share this folder. Try again.
Who you can share with
The person must already be a member of your organisation. Judicio matches the address you type against your organisation's members, and an address that is not one of them is refused in place with User not found in your organization. A malformed address is refused earlier, with Please enter a valid email address.
Sharing is not a way to invite someone new. To bring a colleague into the organisation first, see Collaboration.
Who can share
In a project that belongs to an organisation, Share… is available to:
- the project owner, and
- anyone holding an Owner share on the folder or on a folder above it.
The project decides this, not your plan. Nothing in a personal workspace can be shared.
Anyone else sees the item disabled, so the menu keeps the same shape for everyone.
What each role can do
A folder share, on its own, only ever grants access to open the folder and read what's in it.
| Role | In the folder |
|---|---|
| Viewer | Open the folder, read the documents, their summaries and insights, tick them, and use them in any feature. |
| Editor | Currently gives the same access as Viewer. Changing the folder or its files needs the project's Editor or Owner role. |
| Owner | The same access as Viewer, plus sharing the folder onward (see Who can share). Changing the folder or its files still needs the project's Editor or Owner role. |
Renaming, moving, deleting, adding files and auto-folderising all check your role on the project the folder belongs to, never the folder share's own role — a share's Editor or Owner role does not by itself unlock any of them.
A viewer is not offered what the role cannot do, just as New folder, Upload and Import are hidden from them. The selection band shows them no Auto folderise, Move or Delete, a file's menu no Rename, Upload new version…, Move to… or Delete, and a folder's menu no New subfolder, Upload here, Rename, Move or Delete, nor the sync actions that need the project's owner or editor role.
Two things no role changes. The project's default folder can never be moved or deleted, by anyone. And a folder that mirrors a connected system stays read only where that system says it is, so Upload here is disabled with the mirror's own reason.
What sharing does not do
- It does not send a link. Access is granted to an account, and the folder appears for that person in the project.
- It does not expire. There is no expiry date to set and no scheduled revocation.
- It does not extend outside your organisation. External recipients are not supported here.
Sharing what you have read
To hand someone the analysis rather than the documents, export it instead. Export in the File summary header produces an analysis report as PDF or a data table as XLSX or CSV, and Download original files in the same modal fetches the source documents. A folder's Export summary… does the same for everything under it, and Download as ZIP on the folder menu gives you the whole folder as one archive. See File summaries and insights.
Next steps
- Organising files - the folder menu in full.
- Collaboration - project roles and what they cover.
- FAQ - answers and troubleshooting.