External share

Top bar

Item	Description
Show filters	Represented by the magnifying glass icon, it displays or hides the search fields on the screen.
Update	Represented by the counterclockwise arrow icon, it refreshes the page.
View actions	Represented by the three vertical dots icon, it displays a drop-down menu with possible actions for the report.
Export CSV	Represented by the paper sheet icon, it downloads the report.
Schedule report	Represented by the clock icon, it opens the Schedule report screen.

Item

Description

Show filters

Represented by the magnifying glass icon, it displays or hides the search fields on the screen.

Update

Represented by the counterclockwise arrow icon, it refreshes the page.

View actions

Represented by the three vertical dots icon, it displays a drop-down menu with possible actions for the report.

Export CSV

Represented by the paper sheet icon, it downloads the report.

Schedule report

Represented by the clock icon, it opens the Schedule report screen.

Search fields

Item	Description
ID	Text field that filters the externally shared items by their unique identification code.
E-mail	Text field that filters the externally shared items by the recipient’s email.
Start date	Field that filters the externally shared items by their start date. Use this field to enter the initial date. Format `MM/DD/YYYY`. The downward arrow opens a calendar for selecting the desired date.
until	Field that filters the externally shared items by their start date. Use this field to enter the final date. Format `MM/DD/YYYY`. The downward arrow opens a calendar for selecting the desired date.
End date	Field that filters the externally shared items by their expiration date. Use this field to enter the initial date. Format `MM/DD/YYYY`. The downward arrow opens a calendar for selecting the desired date.
until	Field that filters the externally shared items by their expiration date. Use this field to enter the final date. Format `MM/DD/YYYY`. The downward arrow opens a calendar for selecting the desired date.
Status	Drop-down menu that filters the externally shared items by their status. Available options are Waiting approval, Approved, Rejected, Finished, Cancelled, and Error. Clear the field to enable the All option.

Item

Description

Text field that filters the externally shared items by their unique identification code.

E-mail

Text field that filters the externally shared items by the recipient’s email.

Start date

Field that filters the externally shared items by their start date. Use this field to enter the initial date. Format MM/DD/YYYY. The downward arrow opens a calendar for selecting the desired date.

until

Field that filters the externally shared items by their start date. Use this field to enter the final date. Format MM/DD/YYYY. The downward arrow opens a calendar for selecting the desired date.

End date

Field that filters the externally shared items by their expiration date. Use this field to enter the initial date. Format MM/DD/YYYY. The downward arrow opens a calendar for selecting the desired date.

until

Field that filters the externally shared items by their expiration date. Use this field to enter the final date. Format MM/DD/YYYY. The downward arrow opens a calendar for selecting the desired date.

Status

Drop-down menu that filters the externally shared items by their status. Available options are Waiting approval, Approved, Rejected, Finished, Cancelled, and Error. Clear the field to enable the All option.

Report fields

ID.

Name.

Type.

Date: date and time when the item was externally shared.

Recipient.

Expiration: date and time of the expiration link.

Max. accesses: column indicating how many times the person can access the link within the expiration period. The possible options are Unlimited and a number indicating the number of times the person can access the link before it expires.

Status.

Action: in this column, you access:

Revoke: represented by the trash can icon, it opens the Confirmation screen to revoke the sharing with the options Yes and No.
Note: this option is available only for items under the Approved status. In case of revocation, the expiration date of the link will be updated to the time when it was revoked.
Three vertical dots icon: drop-down menu with the options Forward url access and History.
Note: this option is available only for items under the Approved status.
History: represented by the clock icon, it opens the External sharing history screen.

Info

The report displays 30 records per page. To go to the next screen, click the forward button at the end of the report.

External sharing history screen

This section contains detailed information about the External sharing history screen, which displays a report with all events related to the selected externally shared item.

Item	Description
Event	Column that displays the action performed over the shared item. Available options are Item shared, Item accessed, Link resent, Sharing expired, and Sharing revoked.
ID	Column that displays the event’s unique identification code.
Date	Column that displays the date and time of the event. Formats: `MM/DD/YYYY` and `HH:MM AM/PM`.

Item

Description

Event

Column that displays the action performed over the shared item. Available options are Item shared, Item accessed, Link resent, Sharing expired, and Sharing revoked.

Column that displays the event’s unique identification code.

Date

Column that displays the date and time of the event. Formats: MM/DD/YYYY and HH:MM AM/PM.

Info

The report displays 30 records per page. To go to the next screen, click the forward button at the end of the report.

External share

Requirements

Path to access

Top bar

Search fields

Report fields

What's Next