Removing a Shared Document from Employee Collaborate (Beta)

Shared Documents can be removed from the Employee Collaborate folder so that employees no longer have access to it, for example, if a document was shared incorrectly. 

If you remove a user from the Sharing Settings, that will remove access to the entire employee folder and all shared documents. The documents will also be removed from the Collaborate tab in FYI, but will remain available on the Employee - Documents List.

If an employee is made inactive, or a document is archived or deleted in FYI, the employee will continue to have access to the document and any shared folders on the Employee Collaborate site. The user must be removed from the Sharing Settings, or the documents unshared from the Employee Collaborate site. 

Unsharing Documents

1. Navigate to the Employee - Collaborate tab.
    
2. Documents in Co-edit cannot be unshared. Click Finish Employee Co-editing for each document.
   
   Important Note: Documents that are being edited internally can still be unshared. Review the right-hand column for any icons to indicate the document is being edited or in Client Co-Edit. Alternatively, add the "Edit Status" column to your view. Any documents being edited should be finished editing, before moving to the next step.
   
   
3. Select the document the sharing access should be removed from.
    
4. Click the drop-down next to the Share button and select Unshare.
   

The document will be removed from the Employee Collaborate site, and employees will no longer be able to access the file. In FYI, the document will also be removed from the Employee - Collaborate tab.

Once access has been removed, if the person tries to access the document from the link in an email, the following error will be displayed:

Deleting a Shared Document

Documents must first be unshared before being deleted. If a document is deleted in FYI before being unshared, the file will remain available on the Employee Collaborate site.