Send a link

Send a unique link to securely share items without giving the recipient access to your data room. When sending items using Secure File Sharing you can select the levels of protection you want to apply.

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.

  • In a team data room you can only use the Send link feature for a file. However, your ability to undertake this task depends on your permission settings. Contact your Data Room Manager with any queries.

  1. In the data room 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 requires you to create a password and share it with the recipient.

    • If you select PIN protection, the option to send the PIN by email or SMS will appear after you add the recipient's email address.

  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. Add a message for the recipients (optional).

  6. Select Next.

  7. Select your preferred Additional settings. An information icon indicates there is additional information for the setting.

    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 types and files that exceed 100 MB must be downloaded by the recipient to be viewed.

  8. Select Send link. A notification will appear confirming the link has been sent.

    • The recipient will receive an email notification 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.