How to Share Documents Externally

Users are able to share documents from the FileBound Web Viewer with non-FileBound users in a read-only format.

For this share option to be available, the project must have the Share Documents Externally option selected on the Security tab, and the user must be part of a group that has the Share Document Externally document right.

Once a document has been shared externally, an icon will display next to the document in the File Tree. A new Document Sharing option is also available in the Collaboration section of the Document Actions menu.

In the External Sharing Information dialog box, you can modify expiration dates, delete external URLs, and view expired external URLs.

Use Case: Users need to share vendor contracts with users outside of the system. With this feature, they can email the document URL from the Web Viewer and allow non-FileBound users to access the document.