---
title: How to Share a Document with a Contact
description: Instructions on how a Paige user can share the documents they've added to their vault
---

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# How to Share a Document with a Contact

Sharing a document takes just a few clicks, and you can share with anyone you trust.

Before you can share a document, you'll need to have at least one contact saved in Paige. If you haven't added anyone yet, ["add a contact first"](https://resources.go-paige.com/how-to-add-a-contact?hsLang=en) and then come back here, or add them in the sharing sub-menu that pops up when you choose to share.

### Table of Contents

[Sharing a Document](https://resources.go-paige.com/how-to-share-a-document-with-a-contact#a)  
[A Few Things Worth Knowing](https://resources.go-paige.com/how-to-share-a-document-with-a-contact#b)  
[How to See What You've Already Shared](https://resources.go-paige.com/how-to-share-a-document-with-a-contact#c)  
[Common Questions](https://resources.go-paige.com/how-to-share-a-document-with-a-contact#d)

#### **Sharing a Document**

1. From the top navigation, click **Documents**.
2. You'll land on the **By Category** view by default. Find the category that contains the document you want to share — for example, *Finance & Tax* or *Medical*.
3. Expand the category to see your uploaded files. Uploaded documents will show a row of small icons to the right. Look for the **share icon** (↗), it appears only on documents you've already uploaded.
4. Click the **share icon** (↗) next to the document you'd like to share.
5. A prompt will appear asking you to choose who to share with. Select a contact from the dropdown, this list will include everyone you've added to your **[contacts](https://resources.go-paige.com/important-terms#contact)**. You can also quickly add a new contact during this step.
6. Confirm your selection. The contact will be notified and can view a read-only copy of the document.

That's it! Once shared, the document will appear under the **Shared with Me** tab when that contact logs in to their own Paige account.

#### **A Few Things Worth Knowing**

- **You stay in control.** Sharing a document gives your contact read-only access, they can download and view it, but they can't edit or delete it.
- **You can share with any contact.** There's no requirement for someone to have a special role in order to receive a shared document. If they're in your contacts, you can share with them.
- **Not sure who to share with?** Think about who might need this document in an emergency, or who you'd want to have a copy on hand. A best practice is to share important documents — like your will, insurance policies, or medical directives — with at least one or two trusted people.

If you don't see the share icon (↗) next to a document, it may not have been uploaded yet. Look for the upload icon (↑) on that row to add your file first.

#### **How to See What You've Already Shared**

You can check on your shared documents at any time.

1. Go to **Documents**.
2. Click the **All Files** tab at the top of the page.
3. Shared documents will be indicated there, so you can see what's been sent and to whom.

### Common Questions

##### **"What if I want to stop sharing a document?"**

Revoking access to a shared document is done by navigating to your documents page, and clicking the sharing icon next to your document, there you can manage who you share the document with.

##### **"Can I share a document with someone who isn't a contact yet?"**

Not quite — you'll need to add them as a contact first, which can be done right there and then in the sharing sub-menu that comes up.   
["Here's how to add a contact"](https://resources.go-paige.com/how-to-add-a-contact?hsLang=en)

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