Shares

In the shares section we show all the shares that have been created, whether they are active, the number of visits and allows management of the share.

To reach share management:

1. Click on ADMIN in the top navigation.
2. Choose Share Management from the left navigation bar.
3. This will show the Shares overview page.

Shares Overview

The sharing overview page shows you all the shares, allows you to search the shares that are in the system and filter down the results.

The overview shows you the following:

• Share Title: This is the title that has been given to the share, or the title of the asset or collection that was shared.
• Item: A preview and link to the entity that was shared.
• Type: Whether this is a share linked to a review request or a standard share.
• Last Visit: The date time stamp of when this was last accessed by a recipient.
• No. of visits: The number of times that a share was accessed.
• Created: The date time stamp of when a share was created.
• Created by: The user that created the share.
• Status: The status of the share, whether it's active or expired.

Deleting shares

Shares can be deleted from the shares overview either by right clicking on the row of the share you wish to delete or by clicking on the dot menu and choosing "Delete Share". You will be asked to confirm the deletion.

Individual Share settings management

To reach share settings for a share:

1. Click on ADMIN in the top navigation.
2. Choose Share Management from the left navigation bar.
3. This will show the Shares overview page.
4. Click on the Share Title for the share you wish to manage
5. You will be taken to the share settings.

From here you can change the settings for the share. The meaning of the settings is documented under share dialog

Updating the settings

1. After reaching the share settings
2. Change the settings(s) for the share
3. Click UPDATE to update the settings.

Recipient Management

If your users have chosen to share to individual email recipients (and not basic share links), or are using the review functionality the recipients can be deleted from the share, and new recipients added.

1. Click on ADMIN in the top navigation.
2. Choose Share Management from the left navigation bar.
3. This will show the Shares overview page.
4. Click on the Share Title for the share you wish to manage
5. You will be taken to the share settings.
6. Click on Recipients

Adding recipients or reviewers

• Standard shares can have new recipients added by clicking on + ADD RECIPIENT
• Review shares can have new reviewers added by clicking on + ADD REVIEWER

Deleting recipients or reviewers

Recipients and reviewers can be deleted from the list either by right clicking on the row of the user you wish to delete or by clicking on the dot menu and choosing "Delete Share Recipient" or "Delete Share Reviewer". You will be asked to confirm the deletion.

Learn more

• Share Management
• Sharing Overview