Share files with customers and partners
Send a file to somebody outside the company without e-mailing an attachment.
An e-mail attachment leaves your control the moment it is sent. It is the reason most companies cannot say who has which version.
Where to find itDocuments / Files → File sharing
Step by step
- Open Documents / Files → File sharing → File manager and upload what you want to share.
- Create the share under Manage sharing: who may see it, and for how long.
- Send the link. The recipient does not need an IDup account.
- Manage download shows what has been downloaded, by whom and when.
- Reports aggregates it. Settings holds the limits and the defaults.
For customers who return often
In Document management you can tick Visible to customers in the portal on a folder. The customer then finds it in the portal under their documents, as view and download only. See The document vault.
Google Drive
If your documents live in Google Drive, Documents / Files → Google Drive connects it: settings for the account, then Google Docs and Google Sheets from inside the workspace.
What to share and what not to
- Give a share an expiry date. A link without one is a link forever.
- Share the folder in the document vault rather than a copy, so there is one current version.
- For a customer who should see many things over time, portal access is better than repeated shares.
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