In the User Portal, you can configure how you share a folder and with which users.

You can configure share options when:

Both of these options open the Manage Share window. The Manage Share window contains two panels for configuring access.

SHARE OPTIONS panelSHARE PERMISSIONS panel


What Do You Want to Do?

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In the Manage Share for file window, you can set the following SHARED OPTIONS:

OptionSettingsDescription
Share File/Foldercurrent location of the folder

Although you can type in this field and click Update, you cannot change the folder path here.

To change the location of the folder, in the User Dashboard, right-click the folder and select Move.

Share Namea randomly-generated name
Expires
  • Never Expires
  • Expires

By default, this is set to Never Expires.

If set to Expires, identifies a date in the future when this folder is no longer shared. When a share expires, the link only becomes unusable to other users. The folder is not removed or changed when the sharing link expires.

Restrict Downloads
  • No Restrictions
  • Restricted mode
  • No Restrictions - allows any user to download the folder contents an unlimited number of times. This is the default setting.
  • Restricted mode - allows any users to download the folder contents a limited number of times.
Email File Change Notifications
  • YES
  • NO

By default, this is set to YES.

  • If set to YES, then an email notification is sent when a file in the folder is opened or downloaded for a public share.
Enable Password Protection
  • YES
  • NO

By default, this is set to NO.

If set to YES, then a user who wants to access this file must provide a password first.

When you share this link through the FileCloud email template,  the password information will be given.


To configure how a file is shared:

  1. Open a browser and log on to the User Portal.
  2. On the left navigation panel, click Files.
  3. Open the folder you want to share.
  4. If the folder is already being shared, in the Details pane on the right, in the Sharing section, click Manage, and then skip to step 8.
  5. If the folder is not yet being shared, in the Details pane on the right, in the Sharing section, click +Share.
  6. On the Confirm dialog box, click OK.
  7. On the Share Link dialog box, click Advanced Options.
  8. On the Manage Share for folder window, in Share Options, to set a date when you want to stop sharing the file, select Expires and then either select a date using the calendar icon or type in a future date.
  9. If you want to restrict the number of times the folder contents can be downloaded, select Restrict To and then type in a number greater than 0.
  10. To disable sending an email notification when a file is opened or downloaded, in Email File Change Notifications, select No.
  11. To require a user to enter a password before accessing the file, in Enable Password Protection, select YES. You can either use the randomly generated password or type in one of your own.
  12. To save your changes, click Update.



In the Manage Share window, you can configure who can access the file in the SHARE PERMISSIONS panel.

For public sharing, select Allow Everyone. You will be required to select one of the following options:

Table 1. Permission options for public folder sharing

Permission

Description

View OnlyRead access will allow users to view, or browse files in the folder.
Upload OnlyThis will allow the user to save a file to the FileCloud folder
View + Upload

Allows users to:

  • view files in the folder
  • browse files in the folder
  • save a file to the FileCloud folder
View + Download

Allows users to:

  • view files in the folder
  • browse files in the folder
  • save a file in the FileCloud folder to their desktop or client

View + Upload + Download

Allows users to:

  • view files in the folder
  • browse files in the folder
  • save a file to the FileCloud folder
  • save a file in the FileCloud folder to their desktop or client

(lightbulb) If you want more security, you can use the SHARE OPTIONS panel to set a password.


To configure public file sharing with everyone:

  1. Open a browser and log on to the User Portal.
  2. On the left navigation panel, click Files.
  3. Open the folder you want to share.
  4. If the folder is already being shared, in the Details pane on the right, in the Sharing section, click Manage, and then skip to step 8.
  5. If the folder is not yet being shared, in the Details pane on the right, in the Sharing section, click +Share.
  6. On the Confirm dialog box, click OK.
  7. On the Share Link dialog box, click Advanced Options.
  8. On the Manage Share for Folder window, in the Share Permissions panel, select Allow Everyone.
  9. In the dropdown list of permissions, choose the level of permissions you want to grant.
  10. To require a user to enter a password before accessing the folder, in the Share Options panel, in Enable Password Protection, select YES.
  11. You can either use the randomly generated password or type in one of your own.
  12. To save your changes, click Update.



  Watch a video about Public Share Options