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Share Files with Libraries in Salesforce Classic
Share files with libraries to take advantage of the permission-setting capabilities of content libraries while still using the features of Salesforce Files.
If your admin has enabled file sharing for your org, you can share any file with a library. The Libraries tab in Salesforce Classic lists your company’s libraries along with the permissions assigned to each. The Share with library option in Chatter lets you share Chatter files with a library, applying the permissions that are set for the library.
- Your user detail page has the Salesforce CRM Content User setting enabled. Your administrator can enable this setting.
- Your organization has the Files user interface allows sharing files with libraries setting enabled. Your administrator can enable this setting on the Salesforce CRM Content page in Setup.
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On the Files tab, click
next to the file
that you want to share with a library.
- Select Share with library. Or, for external file references (only applicable for Files Connect users), select Share a reference, and choose Library in the Sharing Settings dialog box.
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Do one of the following, depending on what happens next:
- If the Publish Content to Multiple Libraries dialog box appears, it means that another library already manages the file. Select one or more other libraries, and click Publish.
- If the Share files with a library confirmation message appears, it means that the file has been shared with people who have Collaborator access. If you proceed, Collaborators have only Viewer access. (A library administrator can give them editing access later.) To continue, click Share, or click Cancel if you’ve changed your mind.
- If the Publish Content dialog box appears, enter a
title for the file. Select the library you want to share it with, and enter
any tags as metadata. Select a record type, enter any optional information,
and click Publish.
The file is now listed on the Libraries tab and in Files in My Libraries on the Files tab.
