What does transferring a document do?

Transferring a document changes its ownership from one user to another, allowing the new owner to manage the document.

How do I transfer a document to a colleague?

Open the document actions menu, select Transfer to a Colleague, choose the new owner, and click Save.

Where can I find the Transfer to a Colleague option?

The option is available within the document actions menu accessed through the ellipsis (...) button beside a document.

Can I transfer ownership of any document?

You can transfer documents that you own or have permission to manage, depending on your account permissions.

What happens after ownership is transferred?

The selected colleague becomes the new document owner and assumes responsibility for managing the document.

Can I transfer a document back to myself later?

If you have the necessary permissions and ownership rights, ownership can generally be transferred again when needed.

Will the document content change after a transfer?

No. Ownership transfer only changes who owns the document; the document content remains unchanged.

Can I choose any colleague as the new owner?

You can select from the list of available users shown in the Document Owner dropdown.

Transfer a Document to a Colleague

Learn how to transfer ownership of a document to another colleague so they can take over management and maintenance of the document.

Steps to transfer a document to a colleague

Locate the document

Find the document you want to transfer from your Documents list.

Open the document options menu

Click the ellipsis (...) button beside the document to display additional actions.

Select Transfer to a Colleague

From the document actions menu, click Transfer to a Colleague to open the ownership transfer window.

Open the owner dropdown

In the Transfer Ownership window, click the Document Owner dropdown to view available colleagues.

Select a colleague

Choose the colleague who should become the new owner of the document from the available list.

Save the ownership transfer

Click the Save button to confirm the transfer and assign ownership of the document to the selected colleague.

Transfer a Document to a Colleague