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Send and Copy Links to Vaults, Folders or Files

Overview

You can send a link to a vault, to a folder, or to a specific document stored in SmartVault.

If you have shared a folder with a client, when you later upload new documents into the folder, in just a few clicks, you can have SmartVault send an email that contains the link to the folder or to the specific document you just uploaded, along with a personal message letting your client know that new documents are available for them to review.

Steps

If you are working in the Advanced view, complete the following steps:

If you want SmartVault to send the link:

  1. In the left tree pane, browse to and select the vault or folder that contains the document you want to send a link to.
  2. In the right task pane, click Send Link for the item.
  3. Select the check box in front of each user you want to send the link to, specify any personal message you want to include in the email, and then click Send.

If you want to copy and paste a link:

  1. In the left tree pane, browse to and select the vault or folder that contains the document you want to send a link to.
  2. In the right task pane, click Get Link for the item.
  3. Verify that the person you want to send the link to is listed under Users with Access.
  4. Highlight the link and press CTRL+C.
  5. Paste the link into a personal email or other document such as a Microsoft Word, Excel, or PowerPoint file.
If you are working in the Files and Folders view, complete the following steps:

If you want SmartVault to send the link:

  1. Browse to and select the vault or folder that you want to send a link to.
  2. In the right task pane, click Send Link for the item. 
  3. Select the check box in front of each user you want to send the link to, specify any personal message you want to include in the email, and then click Send.

If you want to copy and paste a link:

  1. Browse to and select the vault or folder you want to send a link to.
  2. In the right task pane, click Get Link for the item.
  3. Verify that the person you want to send the link to is listed under Users with Access.
  4. Highlight the link and press CTRL+C.
  5. Paste the link into a personal email or other document such as a Microsoft Word, Excel, or PowerPoint file.

Considerations

When you send a link, the person you send the link to must meet the following requirements before they can view the document:

  • They must be logged in to SmartVault
  • They must be a member of the same SmartVault account you are working in
  • They must have access to the vault or folder that contains the document. When you send a link, you can see the list of users who have access to the vault or folder.
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Last modified
18:10, 21 Nov 2014

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