Copy link
Admins can quickly share files with participants within the project. Simply hover over the file that is to be shared and either select Copy link in the shortcut menu:
Or right-click on the file and select Share and then Copy link. This copies the direct link to your clipboard, which you can then share with any participant within the project.
Share file externally
We can only share PDF convertible formats and Excel formats.
Our Share file externally feature enables admins to securely share specific files with clients, partners, or consultants outside the VDR, facilitating efficient collaboration with authorized individuals, while maintaining control over access and permissions of shared content.
💡 Sharing files externally is exclusively available for users on our Business and Enterprise plans.
How to share a file externally
Initiate file sharing: Users can right-click on the file they wish to share and select Share and then Share file externally from the context menu.
1. Specify access level: In the context menu, users can specify the level of access.
Anyone with a link: Allows anyone with the link to access the file, requiring email verification via a confirmation code.
Limited: Enables users to specify which emails or email domains can access the file, with verification via email code.
2. Customize settings: Users can customize settings for shared links, including:
Enabling/disabling expiration dates.
Enabling/disabling watermarks.
Enabling/disabling downloading in PDF or original format.
💡 If users set an expiry date, access to this link will be automatically disabled when the expiration date is reached.
To ensure a uniform approach to the project watermarks, the applied pattern will be taken from the project’s settings.
💡Admins can send a link to any participants right away from the project during its creation. This is an easy way to notify users that files are ready for review.
Manage shared links
All shared links are listed in the Quick access menu, providing users with easy access to view and edit shared links.
Users can edit all the parameters for the link, this includes enable and disable link to ensure full control over link access as the project progresses.
Also, admins can copy any of the already existing link to share it with external users or send it via email.
Track activity
Users can track views and actions (creation, deletion, editing, downloading) on shared links through the Reports section. Our system even tracks external users too, ensuring admins can see who has accessed the link.
Gaining access to the file
External stakeholders will receive an email with a click through to a quick-and-easy sign in flow.
The participant can take the link from the email or in any preferable way from the admin–it is not obligatory to send the link via email.
The email informs them of who has shared the file and any additional message added by the admin. They are then able to click through to the sign-in flow.
Stakeholders need only verify with their email address in order to access the file.
💡 In the event that the file has moved, deleted, or a user simply does not have access to the file, a deliberately ambiguous error message is displayed. This is so as not to give vital information to any unauthorized user.
Our Share File Externally feature offers a secure and efficient solution for collaborating with external stakeholders. By providing users with control over shared content and permissions, we empower them to collaborate effectively while safeguarding sensitive information.
Should you have any questions or require assistance with utilizing this feature, please don't hesitate to reach out to our support team. We're here to ensure a seamless and productive collaboration experience for you and your external partners.