Collaborate Using Folders

Folders be shared. Sharing settings for each Folder must be configured one at a time. Sharing a Folder also shares all sub-folders.  
To export references shared by other users, they must first be copied into an owned folder.

Sharing Folders

Click on Share on Reference and Tools Actions, then click Share folder

Share folder

OR 

Click on Share a folder under Sharing tab in the Reference Organization sidebar.

Share a folder

Select which folder to share.

Sharing Settings choose a folder modal

OR 

Next to a specific folder, click on Share in more options, under My Folders tab in the Reference Organization sidebar.

Folder more options

Share folder option

Select sharing settings choices in the Sharing Settings modal.

Sharing Settings modal

In the Settings for: section, view which Folder is being considered. To select a different folder, search, or scroll in the dropdown.

Settings for Folder share choose a folder

Choose whether to share with individuals or with organization.

Settings for Folder share choose invited or organization

 

When sharing with organization, all users at institution can join Folder to view Folder and sub-folders.

 

Folders shared with organization

 

In Public URL: Create Public URL to share with anyone.

Public URL setting

Click to Copy URL and paste to share with others.

Public URL link to copy

When Public URL link is removed, access to Folder is no longer available.

Public URL access removed

Publicly shared folders includes all sub-folders and attachments, if configured by Institutional Admin. Publicly shared folders allow for viewing references, exporting references are creating a bibliography.

Publicly shared folder

In Shared with: Type in email addresses, separated by commas or semicolons, of users to share with read, annotate or modify access.

Shared with settings

Users with access

Can read - View Folder and sub-folder(s) references; references cannot be edited, added, or deleted.

Can annotate - Read and annotate in Folder and sub-folder(s); read and add notes and highlights in attached PDFs.

Can modify - Read, annotate and edit references in Folder and sub-folder(s); read, edit or delete references, read and add notes and highlights in attached PDFs.

 

Click Share folder. 
Automated emails are sent to listed email addresses. Type in an optional message to the user. 

Shared with options

Invitees receive an invitation email and see a notification under Sharing tab in Reference Organization sidebar.

Accept or Refuse Folder invitation

Accepted shared Folder

Pending invitations and status is shown in Shared with section. Change or remove access per user. To remove access, click Remove next to email. Click Done.

Shared with status and options

Click Unshare Folder to remove all users from Folder.

Working with Shared Folders

Click on Folders at [institution name] under Sharing tab in Reference Organization sidebar.

All folders shared with organization are grouped together. Click Join to see the folder in list.

Folders shared with organization

When a folder is shared with users, and invitation email is sent and the Folder is available to Accept or Refuse under Sharing tab in Reference Organization sidebar.

Click Accept next to Folder name under in Sharing tab in Reference Organization sidebar.

Accept shared Folder

The accepted Folders, and sub-folders, appear in Reference Organization sidebar under Sharing tab. All tags for references in this folder are added to list of tags.

Accepted Folders

Note: To export these references or to synchronize shared citations with Dropbox (when enabled by institutional Admin), references must be copied to own list of references: drag and drop the references to a folder or select Assign to Folder.

Remove own access to a shared folder using the action menu in the folder's row. When removing own access to a shared folder, any tags that are associated only with references in that folder are removed from list of tags.

Viewing references in shared Folder.

Ref IDs are unique to each owner, which may mean same Ref ID number for different references in shared Folder.
References in shared Folder display labels to indicate who added the reference. 

References in shared Folder