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Sharing

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Share a document with others using a link. The created links are available under the 'Sharing' node in the repository.

 

Info

To be able to share documents you need to have the 'Sharing Documents' permission assigned to your role. Permissions can be assigned to roles here in the Thereforeā„¢ Solution Designer:

Thereforeā„¢ Solution Designer > Access > Roles

 

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Sharing Dialog

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Share with

Choose who the document should be shared with.

My Organization

Authenticated Thereforeā„¢ users can access the link.

Specific people

Select specific authenticated Thereforeā„¢ users who can access the link.

Anyone

The link can be accessed without authentication.

 

File format

This option appears if 'Anyone' was selected in the 'Share with' menu. Keep the original file format or convert the file into a PDF. If multiple files are shared in the original format they can be downloaded as a ZIP archive.

 

Permissions

This option appears if a link is set to be shared with authenticated users. Use it to add additional permissions on the document. The chosen permission will be granted on top of the user's Thereforeā„¢ permissions granted in Role-based access.

Grant view

Allow the recipient to view the document.

Grant edit

Allow the recipient to edit the document.

Recipient's permissions only

The Thereforeā„¢ user receiving this link will be granted no additional permissions.

 

Additional permissions will only be granted for the specific document accessed using the link.

 

Granting additional permissions on the document level can be disabled or restricted in the Thereforeā„¢ Solution Designer:

Thereforeā„¢ Solution Designer > Thereforeā„¢ Node > Settings > Advanced > Sharing Documents > Sharing Options

 

File title (without extension)

This option appears if 'Anyone' was selected in the 'Share with' menu. Define a file name for the generated shared file or zip archive.

 

Expiration date

Select a date the link will expire on. Expired links can be reactivated by selecting the 'Manage Links' option for a document in the hit-list, clicking 'Edit', and changing the expiration date to a date in the future.

 

By default, links expire after a 30 day period.

Expired links are kept in the system for 90 days. During that time, they can be reactivated.

 

These default settings can be changed in the Thereforeā„¢ Solution Designer:

Thereforeā„¢ Solution Designer > Thereforeā„¢ Node > Settings > Advanced > Sharing Documents > Expiry Period in Days/Document retention period (days).

 

Password

Set a password for accessing the link.

 

Confirm password

Confirm the password.

 

Specific people

This option appears if 'Specific people' was selected in the 'Share with' menu. Open a 'Users and Groups' dialog that lets you choose Thereforeā„¢ users to share the link with.

 

Manage Sharing dialog

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Right-click on a link to copy, edit, or revoke it. Clicking 'Edit Link' will re-open the 'Sharing' dialog. Revoking a link will remove it from this list.