Send a link

Send a unique link to securely share an item with people inside and outside your organization. You can select levels of protection for your document and recipients only have access to that item and not the data room itself. You can only send a link for one item at a time.

Unless your Organization Admin has restricted the feature, the recipient does not need a registered account.

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 can't be edited it may be because the file type is not supported, exceeds 100 MB, or 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 receives a 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.