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External sharing

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The external sharing feature of a document can be accessed in the following ways:

1.On the main screen toolbar, click on the More option and click on Link for sharing.

2.On the document data screen toolbar, click on the External sharing option.

 

On the screen that will be displayed, perform the following configurations:

 

 

In the first field of the Link for sharing tab the link to be used for external sharing of the electronic files of the document is displayed. If you do not wish to send the link by email, use the Copy button to copy the link to the transfer area and paste it into where desired.

 

Perform the following definitions:

Option

Enabled

Disabled

Make public1

Any person with the previously mentioned link can access the document, even if they do not have access to SE Suite.

When using the previously mentioned link, the login and password to access SE Suite will be requested.

1 - It will only be available if the logged user has the "Save locally" control enabled in the documents security list.

Public link validity

This option will only be available if the "Make public" option has been enabled. By default, the public link validity is displayed as indeterminate. Click on this option to set a specific validity for the link. In this case, set the date or click on the option until which the link will be valid for public access.

Send by e-mail

 

Who do you wish to share it with?

Fill out this field to enter in this field the system users that have a configured e-mail and e-mails from people who do not have access to SE Suite, for which you wish to send the sharing link.

Share message

Fill out this field with the message that should appear in the body of the email that will be sent with the sharing link.

 

After performing all the desired configurations, click on the Send option at the button of the screen. If the sharing link is sent via e-mail, the Statistic tab will be enabled, in which it will be possible to see if the people to whom the sharing link was sent opened the email and if they used the link sent.

 

The sharing link will be sent to the recipients according to the system's email notification configuration. To do this, configure e-mail server in the SE Configuration component so that this process can take place.