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1. To share a file with your contacts, check the box next to the file(s) you would like to share, then click the Share icon in the top right Activity bar. 2. Repeat step 2 for multiple contacts.
3. Next in the Share dialog box, in the Share with box type the name of the contact you would like to share the file with. Pick the contact as it appears in the predictive dropdown list. Choose 'Add Contact' from the dropdown if your contact does not appear. If you have permission, you can add your own contacts individually here. 4. Next, you can set an expiry date for your file share. By default, it is forever (i.e. Expires on: never). If you wish to change this, click on Share expires calendar icon located in the top right corner of the dialog box and select the end date from the calendar. 5.Next, you can enter a message to your share recipients in the Message text box 6. Lastly, set your share viewing options (i.e. Preview, Print, Download, Edit and Upload). Preview - If you choose Preview, the contact (with whom you're sharing your files) will only be able to view the shared files. They are not permitted to print or download shared files.
Print – Print allows your contact to both preview and to make hard copies of the file(s) shared with them. They are not permitted to download or edit. Download - If you choose Download, the contact will be able to view, print and download your shared files.
Edit - If you choose Edit, the contact will be able to view, download, print and edit the shared files. You are giving your contact the rights to make changes to the shared files. Upload – This option applies to folders only. This converts the folder into a virtual data room by allowing the recipient to upload files and folders. With Upload selected you can still determine access rights to files stored in the virtual data room folder to view only, view & print, download and edit. These access options can be set on a user-by-user basis. 7. Once you have determined you share options, click on Share. |
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