Direct Share
Laserfiche direct share lets you share content from the Laserfiche repository with external users through the web client or mobile app. When you send documents through direct share, the recipient will receive a unique and anonymous URL they can use to access the files for a limited period of time. You can add a password, and specify the number of days until the URL expires. The sender will receive notifications when the content was viewed, and they or a repository administrator can see the status of who shared it, with whom, and if and when it was accessed.
Note: Direct share is only available in Laserfiche Cloud.
To send a document via direct share
-
In the folder browser, right-click the document, or press the Select
button to display checkboxes, and select the checkbox next to the document(s) you want to share.
- Press Share, and then Direct Share.
Note: When a document's checkbox is selected, you can press the Share
button to directly share it.
- Enter the recipient’s email in the To field and the subject in the Subject field. You can also enter a personalized message in the Message field. By default, the message will say, "Click the link to download your documents."
- Under Share Expiration, select the number of days until the link expires. For example, if you want the URL link to expire in 2 days after sending, enter "2" next to day(s). The maximum amount of days until expiration is 7 days. At the time of expiration, direct file share will prevent anyone from accessing the documents through the URL link.
- Turn the Set a password toggle on if you want the recipient enter a password to view their files. The user will be required to enter the password twice to access the file(s).
- When done, press Send. You will see an Email Sent confirmation
To view sent links and documents
- Press the menu button in the top left corner.
- Press Shared.
- You will see the emails of the recipients with which Laserfiche content has been shared and the date in which the content was shared. You can toggle between All, Active and Inactive links.
- Right-click a link and press Share Details to see who the link was shared with, if the files were downloaded, the date shared, the expiration date, and which files were downloaded.
Note: To disable a link press the ellipsis button next to the shared document, then press Disable Link.