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Sharing documents

Share a specific document with a specific person through a secure link — for example your will with your attorney, or your home insurance policy with a sibling who is looking after the house.

Share a specific document with a specific person through a secure link — for example your will with your attorney, or your home insurance policy with a sibling who is looking after the house.

How to share

  1. 1.Open the document and choose Share.
  2. 2.Enter who it is for and how long the link should last — seven days unless you choose otherwise, a date you pick, or until you revoke it.
  3. 3.Send it. The recipient opens the link and confirms their email with a one-time code before they can see the document.

Keeping control

  • •Revoke a link at any time, and it stops working immediately.
  • •See every access — each view and download is recorded, with when it happened.
  • •One person, one document. Sharing is always per person and per document — never "access to my vault".

Good to know

A downloaded copy cannot be taken back, so share what the person needs for the task at hand. For documents your family should receive only in an emergency, attach them to a workflow step instead of sharing them now.

Still need help?

Write to support@amoviti.com from your account's email. Tell us the screen you were on and what you expected.

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