Sharing & approvals

Share links, access levels, expiry, approvals, passwords, and the guest experience.

LB
By Luke Benjamin·8 articles
Share links and access levelsThe Share button creates a read-only view link. Access levels are Only me, Only my team, and Anyone with the link. To collect a decision, use Send for approval instead.
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Expiring linksGive a share link a lifespan of 7, 14, or 30 days, or never, from the expiry selector in the share dialog. When a link expires it stops opening.
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Review links vs approval linksA share link is for viewing (no decision). A Send for approval link asks the reviewer to approve or request changes, recorded in the audit trail, with its own access options.
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Single and multi-step approvalsAdd multiple reviewers in the Send for approval dialog and require however many sign-offs the campaign needs before it flips to Approved. Available on Pro and above.
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Password-protected approvalsSet a password on an approval link from the Send for approval dialog; reviewers enter it before they see the email. Passwords are hashed server-side with bcrypt. Available on Pro and above.
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The guest reviewer experienceReviewers on an approval link never need an account. They enter a display name, then can comment, annotate, resolve, and approve, all in the browser including on a phone.
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Folder sharingGroup related emails into a folder (a campaign) and share the whole folder with one link, so a client or manager can review a full set of sends in one place.
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Who has viewedActive viewers show as avatars in the canvas header; hover to see who is looking right now. The Send for approval dialog's Previously viewed list shows who has viewed, with timestamps.
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