Paperguide's Reference Manager allows you to share folders and collaborate with others by assigning specific roles and permissions.

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Create and Share Folder

1. Open the Reference Manager:

   • From the dashboard, navigate to the References menu.

2. Select the Folder:

   • Choose the folder you want to share from your list of folders.

3. Click on Share Folder:

   • Click on three-dot icon next to the folder name.
   • Then, click on Share Folder button from the dropdown list.

4. Enter Email Addresses:

   • In the share window, you can invite members by entering their email addresses.
   • You can also invite non-Paperguide users to access the shared folder. Once they receive the invitation, they can easily register for Paperguide to view or access with the shared folder.

5. Assign Permissions:

   Choose the appropriate permission for each member:

   • Can View: Allows the member to only view the folder and its papers/documents along with notes.
   • Can Add Notes: Grants viewing access and the ability to add notes to the papers/documents.
   • Can Edit: Full access to view, edit, add notes, and modify papers/documents in the folder.

6. Send Invitation:

   • After assigning permissions, click Send Invite. The invited members will receive an email notification with a link to access the folder.

Manage Shared Folders

1. View Shared Folder Members:
   • Click on three-dot icon next to the folder name.
   • Then, click on Manage Members button from the dropdown list.
2. Edit Member Roles: Next to each member's name, you can adjust their role. Change the appropriate permission for each member based on your needs:
   • Can View: Allows the member to only view the folder and its papers/documents along with notes.
   • Can Add Notes: Grants viewing access and the ability to add notes to the papers/documents.
   • Can Edit: Full access to view, edit, add notes, and modify papers/documents in the folder.
3. Remove a Member:
   • If you no longer want a member to have access to the folder, you can click Remove (delete icon) on the right side of their name. They will no longer be able to access the shared folder.

How can I share my folders/papers in reference manager?

How can I manage members in my shared folder in reference manager?

How can I access a folder shared with me in reference manager?