Sharing
Share a document with others using a link. The created links are available under the 'Sharing' node in the repository.
To be able to share documents a user needs to have the 'Sharing Documents' permission assigned to their role for the Therefore™ Category the documents are contained in.
Sharing Dialog
Share with
Choose who the document should be shared with. The following options are available:
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My Organization |
Authenticated Therefore™ users can access the link |
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Specific people |
Select specific authenticated Therefore™ users who can access the link |
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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 in addition to the user's Therefore™ permissions granted in Role-based access.
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Grant view |
Allow the recipient to view the document |
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Grant edit |
Allow the recipient to edit the document |
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Recipient's permissions only |
The Therefore™ 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 Therefore™ Solution Designer using the 'Sharing Options' setting.
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 Therefore™ Solution Designer using the setting '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 Therefore™ users to share the link with.
Manage Sharing dialog
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.