Transfer ownership of a document

If you are the owner of a shared document you can transfer the ownership of that document to another user.

There are two places where the ownership of a document can be transferred, from the Inbox and from the ExtraFax Cloud Document Viewer when a document is open.

From the Inbox

  • Log in and navigate to your Inbox,
  • Locate the document you would like to transfer the ownership of in your queues,

Transfer Ownership Window

  • Click the ‘More Options’ link More Options Icon and navigate to Share, then click on ‘Transfer Ownership’,

Transfer Ownership Popup Window

  • In the ‘Transfer Ownership’ widow, specify the User you would like to transfer ownership of the document to. Once you begin typing a list of suggested users will be displayed,
  • Add a message to the user if required and assign yourself updated permissions for the document,
  • Click the ‘Update’ link to save.

From the Document Viewer

  • Log in and navigate to your Inbox,
  • Locate the document in your queues and click on its entry in the list to open in the document viewer,

Transfer Ownership From Document Viewer

  • In the header bar at the top of the screen, click on the ‘Transfer Ownership’ link,
  • In the ‘Transfer Ownership’ widow, specify the User you would like to transfer ownership of the document to. Once you begin typing a list of suggested users will be displayed,
  • Add a message to the user if required and assign yourself updated permissions for the document,
  • Click the ‘Update’ link to save.