Shared Folder

One of the effective ways of sharing resources and information is to have a secured shared folder within your organization.

 

Collaborating with Organization members (i.e., stakeholders, shareholders, and employees) or Contact members (i.e., consultants, contractors, etc.) has never been easier with Sendlinx’s Share Folder feature.

 

With any shared folder, recipients can access the files it contains; they can upload files to the folder and make changes to the files, allowing them to work on a common project efficiently.


How to share a folder

  1. After signing in to https://portal.sendlinx.com, go to My Docs, located at the left-hand corner of the screen. 
  2. Right-click on any folder you wish to share and click Share
     
  3. On the Share & Collaborate screen, fill in the following fields: • To: (Recipient) - Enter a recipient’s email address. If having more than one recipient, you may press Tab or Enter after each email address. To delete a recipient, hover over the email address you want to delete, then click the [X} icon beside it.
     • Email Body -     This area allows you to compose a message to the recipient(s). 
  4.  Configure the following settings as needed.
    • Full read/write permissions - Tick the Full read/write permissions checkbox in the lower left-hand corner. This option will enable recipients to upload files to the shared folder. 
     • Notify Owner / Notify Group (Optional) -     These options are disabled by default. You can set these options to “Optional” or “Mandatory.” Or keep the "Disabled" setting as is.
    • Expiry Date (Optional) -     You can set an expiry date when sharing the folder with the recipients is no longer available. To set the expiry date, click the Edit icon.
     Click the Calendar icon, then select your desired date and time. Click OK to proceed.  
    Click CHANGE to save the Expiry Date settings.
     • Version Control (Optional) -     When this option is enabled, the system will automatically append a date and time or alphanumeric value at the end of each filename whenever a user uploads a file with the same filename.
    Click the drop-down button to enable the Version Control option.
     Select between Date/Time or Alphanumeric. Or keep the Not Set option as is.  
  5. Ensure all the settings are set accordingly. Click SHARE to proceed.  
  6. The shared folder icon will look like the following to indicate that the folder has been successfully shared with the recipients.