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How to Share a Document in MorningAI

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MorningAI is built for collaboration, making it easy to work with your team, external partners, or clients without needing to switch between different platforms. Whether you're creating content for a campaign, drafting a strategy, or working on a press release, sharing documents in MorningAI is simple and efficient.

For this example, we will use a press release for the brand Olipop as a demonstration.

Step 1: Open the Document You Want to Share

Once you’ve generated a document inside MorningAI, click on the black arrow icon in the top bar above the generated brief.

67d83e4da988f5e9114fbd47 Screenshot 2025 03 17 at 08.20.05

Step 2: Choose Who to Share With

A window will pop up, allowing you to add collaborators.

  • If the person already has access to your MorningAI account, simply select their name.
  • If the person is not set up in your account or is an external collaborator, type their email address.
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Step 3: Set Access Permissions

When sharing a document, you can choose different access levels:

  • View – The person can only read the document.
  • Comment – The person can leave feedback but cannot make direct edits.
  • Edit – The person can make changes to the document.

Select the appropriate permission level based on how you want them to interact with the document.

Step 4: Send the Invitation

Once you’ve entered the recipient’s email and selected the access level, click Invite.

The person will receive an email notification with a link to the document. They can open it, review it, and collaborate based on the access you granted.

Need Help?

If you need assistance with sharing documents or managing team access, your Customer Success Manager is available to help.

Now you can easily collaborate with your team inside MorningAI without any extra steps or external tools.

Customer Success Team
Customer Success Team

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The MorningAI Customer Success team is here to help you win. Whether you're stuck, scaling, or just getting started, we move fast, solve problems, and make sure nothing slows you down.

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