When should I share as Read-Only vs. Editor?
A practical guide to choosing the right permission based on what you need the recipient to do with the file.
The right permission depends on what the recipient needs to do with the document.
|
Permission |
Capability |
When to use it |
|
Read-Only |
View and read the file on the platform only. |
Contracts sent for acknowledgment, confidential documents, reports to consult. |
|
Editor |
Real-time editing via Office 365. Download available if allowed by policy and tags. |
Collaborative work documents, files to review or complete together. |
How to set the permission
In the sharing panel, after selecting recipients, choose Read-Only or Editor from the permissions menu before confirming.
⚠️ Warning: Tags applied to the file can restrict even Editor users. A 'no download' tag blocks downloading regardless of the permission assigned.