Share a file via link

  • Last Created On Dec 25, 2023
  • 198
0 0

- Step 1: 


- Step 2: If sharing is public, select Public data -> Proceed to enter the necessary values -> Then select Save to perform the sharing operation


* Note:

Ø  The Expiration date applies field is used to bind the file display time when sharing. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.

Ø  The Download limit applies field is used to limit the display time of the file when downloading. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.

Ø  The Permission field allows the Download permission that the person sharing the file can use for the shared file.

The Password field allows the person who is sharing the file with the password to use this password to download the data to the computer.


- Step 3: After successfully saving the data -> Proceed to choose to edit the newly created data line to add emails to customers who are not in the system


- Step 4: The system will display the Share screen -> Proceed to select the Email function to send email to share the corresponding file to the customer.

* Function  used to copy the file address to share



- Step 5: Enter the correct email address of the customer -> Select Save to proceed with sharing data for the customer or select Close to cancel the operation and return to the previous screen




Views: 198

Recent Articles

  • Synchronize data from Quickbooks to RISE...
    17
  • Synchronize data from RISE CRM to Quickb...
    20
  • Updated Feature in Version 1.0.3 of the...
    25
  • Connect with Quickbooks
    22
  • Client creates Appointments and Rates Ap...
    23

Popular Articles

  • Warehouse
    1708
  • Item Settings
    1390
  • General Accounting Settings
    1202
  • Mapping Setup
    1117
  • Inventory Receiving Voucher
    986