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Creating and Saving Team Groups for Sharing Documents

  • September 13, 2017
  • 4 replies
  • 27 views

Toni L

Is there a way to share a document with a group of people and then save that group for future shares so that I do not have to recreate the same list of people each time. For example I have two agile development teams I share documents with all the time. Instead of each time sharing with "Bob" "Tom" and "Joe" could I just instead create a group called "Agile Team 1" and add "Bob" "Tom" and "Joe" to that group so in the future I could just share a document with Agile Team 1"?

Best answer by Megan W101

Hi Toni that is good news! You can reach out to your Account Owner to create a group so that you can share your documents a little easier :)

Comments

Megan W101
  • Lucid support team
  • September 14, 2017

Hi Toni thanks for posting in the Community! This feature is only available to team accounts. You can find more information on our Team page.


Toni L
  • Author
  • September 15, 2017

Thanks Megan! My company has an enterprise account. Do you have support for enterprise level members?


Megan W101
  • Lucid support team
  • Answer
  • September 15, 2017

Hi Toni that is good news! You can reach out to your Account Owner to create a group so that you can share your documents a little easier :)


Abby S
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  • Lucid community team
  • April 12, 2024

Hi Toni! Abby here from Lucid. I thought you, and any others who might come across this topic in the future, might be interested in Lucid’s Agile Trusted User Group. This group is made up of passionate, experienced users who regularly use agile methodologies in their work. As part of this group, you’ll have the opportunity to connect directly with Lucid’s product team and share insights about your workflows, pain points, and needs, shaping the future of Lucid’s agile tools. 🎉 You can learn more and apply here. Thanks!