ShareLinks are used to share access to a file or folder in your digital vault with an external third-party to upload or download information.

For example, sharing access to your Tax Records folder with your CPA so they can upload this year's tax returns or texting your attorney a ShareLink to your Will.

ShareLinks to folders can be either download only, upload only or collaboration which allows both upload and download capabilities.
  • Locate the file or folder/sub-folder you want to share
  • Click on the ellipsis menu to the right of the item
  • Click "Share"
  • A Create External Share modal will appear to select options and create the share link
    • Share Name:
      • The default name will show as - Share for file/folder: (file/folder name inserted here) 
      • If you wish to change the name simply enter the desired name of your share link in the text box
        • The Share name cannot be more than 100 characters 
  • Share Direction (Folder Share):
    • Download - Recipients will only be allowed to download items from the shared folder
    • Upload - Recipients will only be allowed to upload items into the shared folder
    • Collaboration - Recipients will be allowed to perform uploads and downloads in the shared folder
  • Include Subfolders? (Folder Share):
    • No - if subfolders exist within the folder being shared the recipients will not have access to them
    • Yes - if subfolders exist within the folder being shared the recipients will have access to them
  • Share Link Options:
    • One-Time
      • After the share link has been accessed and an action has taken place the link will become invalid unless the expiration date is reached first (if one is set)
    • Multiple
      • The share link may be accessed multiple times and activity can happen multiple times until the expiration date is reached (if one is set)
  • Expiration Date (Optional/Required based on organization settings):
    • This feature allows you to set the number of days the share link will be available for the recipient(s) to access.  After the date selected the share link will no longer be valid.
  • Pin Code (Optional/Required based on organization settings):
    • This feature allows you to place a Pin Code on the share link that the recipient(s) will need to know in order to gain access
      • It is recommended to send the recipient(s) the pin code in a separate email
 
  • Once the information and additional options have been completed click the "Create" button and an active share link will be created.

  • After creating the share link you can send it to the desired recipient(s) by either:
    • Clicking on the Copy to Clipboard icon then pasting the link into your preferred medium
    • Clicking on the Send via Email icon to add it directly to an email body in your default email client
    • Copying the URL from the text box then pasting the link into your preferred medium 
  • Once the share link creation has been completed click "Close"
  • A share link indicator icon will appear to the right of the file/folder.  Clicking on this icon will bring up the share modal.
  • The share will also be listed on the External Shares tab on the Share Management page