Securley Sharing a Document

Modified on Thu, 20 Jan 2022 at 03:39 PM

Securely share important documents by allowing the FileHound Secure Share feature create an encrypted security web link, or url of the document, and add features such as:

  • viewing time limits
  • additional passwords protection
  • linked documents
  • view only access (no download or printing access)

Perfect for  sharing important document to people outside of the FileHound eco system, or when you do not want to share the original document and lose control of its distribution.

REMEMBER:

When you share a document/s using the FileHound Secure Share feature the document never leaves FileHound, you are only sharing a web link, or url, to the document. Great for ensuring that single source of truth for your important documents!

You can securely share a document in two ways:

Share a Document from 'list view' in a Folder, Smart Folder or Search

'STEP ONE' Select the document(s) you wish to email by checking the checkbox next to the row in 'list view'

'STEP TWO' From the toolbar click the 'Share button'


'STEP THREE' On the email dialog, enter the recipients email address, enter a subject and a message (you can include multiple recipients)



'STEP FOUR' Click on the Send button to send the email

'STEP FIVE' You will see a confirmation once the file has been emailed





REMEMBER:

When a document has been shared, you can view who it was sent to and if they viewed it or not within the Audit History



The documents Audit History will show who it was emailed to



The documents Audit History will also show if the end user has viewed it


Share a Document in Tab View

STEP ONE Open a document in tab view by clicking on the document you wish to open

STEP TWO From the toolbar click the 'Share button'.


Click on the Share icon on the toolbar


STEP THREE On the email dialog, enter the recipients email address, enter a subject and a message (you can include multiple recipients)


Enter the email contents like above

STEP FOUR Click on the 'Send button' to send the email

STEP FIVEYou will see a confirmation once the document has been successfully emailed



The documents Audit History will show who it was emailed to


REMEMBER:

When a document has been shared, you can view who it was sent to and if they viewed it or not within the Audit History


Email Sample: Sample recipients email with secure document link


Sample recipients email with secure document link

REMEMBER:

When you share a document/s using the FileHound Secure Share feature all the actions such as: who shared to document, date it was shared, the recipients, who viewed and when, if it was printed or downloaded and more are recorded in the documents audit history.


Additional Sharing Features

Password protecting access

Password protect the document by selecting the password protect option and entering a password of your choice and providing the recipient access to this password by other means such as a SMS message or follow-up email.


Password protect option


Password protect option



Setting viewing time limits

You are able to set view or access time limits on each document you wish to secure send by selecting the 'clock icon" in the 'share' modal.

document link view or access duration


By selecting the 'clock icon" the Attachment View Duration modal will appear. You can set a duration based on hours, days or months.

Setting viewing time limits



Related Documents (Send & Remove)

By default any indexed documents that are related to the document you wish to secure send will be added as attachments. You can remove these individually by accessing them in list view in the Files tab of the Share modal.


Remove a document for sharing




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