Send a link

Securely share links to specific folders or documents from Diligent Data Room you want to share with others. Recipients can only access the items you share, and you control their permission levels.

Note

  • Only one item can be sent at a time.

  • You cannot override any security settings your Organization Administrator has applied. This includes whether links can be shared outside the organization or not.

  • Depending on your permissions in a Data Room you can use Send link to send a document. Contact your Data Room Manager with any queries.

  1. Go to your Private Workspace or team Data Room and select the item's more options icon .

  2. Select Send Link from the menu.

  3. Select your preferred level of document protection.

    • Selecting Password protection means you must create a password and share it with the recipient.

    • Selecting PIN protectionwill generate a PIN after you add the recipient's email address. It is sent by email or SMS.

  4. Enter the recipient's email address and select Add Recipient or select from the suggested list of email addresses that appear when you start to type.

    Tip

    Multiple emails can be copied from outlook and pasted into the email field.

  5. (Optional) Add a message for the recipients.

  6. Select your preferred Additional options.

    An information icon next to a setting indicates additional information.

    Note

    • If a setting cannot be edited it may be because the file type is not supported, exceeds 100 MB, or it has been preset by your Organization Administrator.

    • Unsupported file type and documents that exceed 100 MB must be downloaded by the recipient to be viewed.

  7. Select Send link.

    A notification will appear confirming the link has been sent.

    • The recipient will receive an email to advise them of the sent link.

    • The item displays a link tag and can be viewed in your Shared by me folder.

For details on how to remove a recipient's access to an item, go to Revoke a link.