Contacts & Smart Lists · 1 min read
Enhanced Document Privacy and Access Controls
Files in a contact's Documents panel can be shared with links that you control. New links are private by default, and you choose when a link should be more open.
If you don't see these options, turn the feature on in Settings > Labs.
Link types
- Private works only for people signed in to your account.
- One-time passcode sends the recipient a code by email before they can open the file.
- Password-protected asks for a password you set.
- Public lets anyone with the link open the file. Use it only for non-sensitive files.
Share a file
- Open the contact and go to the Documents panel.
- Click the share option on the file.
- Choose the link type.
- Set an expiry date if the link should stop working.
- Choose whether the recipient can download the file or only view it.
- Copy the link and send it.
Access history
Open the file's details to see when it was shared, the link type, and who opened it. Use this to confirm a client received a document or to spot unexpected access.
Tips
For sensitive documents, use a passcode or password, a short expiry, and view-only access. You can change or turn off a link at any time from the file's details.