How to Share Documents on Monday.com

As a project management tool, Monday.com has been gaining a lot of popularity among businesses of all sizes. It offers a vast array of features that help businesses stay organized and collaborate more effectively. One of the most important features of Monday.com is its ability to share documents with team members in real-time, ensuring that everyone is on the same page. In this article, we will discuss how to share documents on Monday.com, including documents such as spreadsheets, presentations, text documents, and more.

1. Attach Files and Documents

The most basic way to share documents on Monday.com is to attach files and documents to specific tasks or groups. To attach a file or document, click on the "attach file" button on the right-hand side of your screen when viewing a specific task or group. This will allow you to select the file or document that you want to attach. Once you have attached the file or document, it will be visible to all members of the board.

2. Share Links to Files and Documents

Another way to share documents on Monday.com is to share links to files and documents stored in external platforms such as Google Drive or Dropbox. To do this, simply copy the link to the file or document from Google Drive or Dropbox and paste it into the comments section of Monday.com. This will allow your team members to access the file or document without having to leave Monday.com.

3. Use Integrations

Monday.com integrates with a variety of external tools such as Google Drive, Dropbox, Zoom, and Slack, among others. These integrations enable users to share documents seamlessly across platforms, increasing productivity and collaboration. For example, users can create tasks in Monday.com that link to specific Google Drive or Dropbox documents, allowing team members to access the documents directly from Monday.com.

4. Collaborate on Documents in Real-Time

Monday.com also allows users to collaborate on documents in real-time, making it easier to work together on projects. One way to do this is to use the "Updates" feature on Monday.com. Users can create an update on a task that includes a link to a document stored in Google Drive or Dropbox. This allows team members to access the document and collaborate on it in real-time directly from the update.

5. Use Monday.com's Built-In Document Editing Features

Finally, Monday.com has built-in document editing features that allow users to create and edit documents directly within the platform. These features enable users to collaborate on documents without having to leave Monday.com, increasing productivity and collaboration. To use this feature, simply click on the "edit" button when viewing a specific task or group, and then select "document" from the drop-down menu.
In conclusion, sharing documents on Monday.com is essential for effective collaboration and productivity. By attaching files and documents, sharing links to external platforms, using integrations, collaborating in real-time, and using Monday.com's built-in document editing features, teams can work together more efficiently and effectively. With these tips, businesses can maximize the benefits of Monday.com and streamline their project management processes.

Check out HelpRange

Check out our product HelpRange. It is designed to securely store (GDPR compliant), share, protect, sell, e-sign and analyze usage of your documents.