Private Share Options for Files

 In the User Portal, you can configure how you share a private file when:

  • You first create the share using Share Options - this button is available in the window that opens after you hover over a file and click the Share icon. 
  • After you create the share by opening it. The share opens to a window that displays the options.

Share options include:

  • Entering a custom share name
  • Setting a share expiration date
  • Disabling email notifications when a change is made to the share

To configure the share link and share options

  1. Hover over the file and click the Share icon.

    • If the file is not yet being shared, the Share Link dialog box opens.
      If you want to change the link name to something more memorable or descriptive, click Modify Link.
      The link becomes highlighted, and you can change it.

      a. Click Change or Share Options to expand the the dialog box.
      b. In the Sharing Permissions section, select Allow selected users or groups.
      c. The Sharing Permissions section expands.  (To create a private share, see Sharing Files Privately.)

    • If the file has already been shared, the expanded dialog box shown above opens immediately.

  2. Change the share options. View the video below to see how to change each option.
    The following table describes each choice:




    Share name
    • randomly-generated name (default)
    • custom name
    Customize the share name if you want it to be descriptive or memorable.
    • Never (default)
    • Expires

    By default, this is set to Never.

    If you set this to Expires, enter a date in the future when this file is no longer shared. When the share expires, the link becomes unusable to users but the file is not removed or changed.

    Send Email Notifications
    • Yes (default)
    • No

    By default, this is set to Yes.

    • If set to Yes, then an email notification is sent when a file is opened or downloaded for a public share.
    Sharing Permissions
    • Allow anyone with link (default)
    • Allow anyone with link and a  password
    • Allow Selected Users or Groups 

    You have set this to the third option, Allow Selected Users or Groups. This changed the share to private. 

    If you set this to Allow anyone with link or Allow anyone with link and a password, the share becomes public. See Public Share Options for Files.

    To save your changes, click OK.

Private Share Options Video

Play the following video to see how to set share options.