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Manage File Permissions

Set sharing permissions on client file drafts so only approved staff and outside counsel can view or comment, and send…

2heights
2tasks
1roles do it
See the prompt↓More resize workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Set sharing permissions on client file drafts so only approved staff and outside counsel can…+
Set sharing permissions on client file drafts so only approved staff and outside counsel can view or comment, and send review access to Partner David Kim and Outside Counsel Erin Holt for this case.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before sharing, confirm the list of approvers and remove anyone without need‑to‑know, set…+
Before sharing, confirm the list of approvers and remove anyone without need‑to‑know, set comment‑only access for reviewers who shouldn't edit, and add an expiration date for access so confidential drafts aren't exposed indefinitely.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Oversee distribution rights and sharing permissions for client files so only approved staff and outside counsel can view drafts.

Who does this

1 roles
Legal Advisor

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Canva — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.