Sharing Files and Folders

INFINCE Workplace offers secure file share with several access controls and different means of sharing. The different ways of sharing and setting of controls are explained below.

Sharing File or Folder with a colleague or Team or Department (Sharing File within your INFINCE)

The most common scenario would be when you wish to collaboratively work on files with your colleagues. To share a file with someone in your organization, click on the share icon on the right side of the desired file/folder. A panel will be displayed on the right side. Enter the name(s) of the person(s) with whom you want to share the document. You can also share files/folders with another Team or Department. The file will then become available to everyone in that Team/Department.

Sharing File with colleague, team or department

Sharing File with colleague, team or department

Optionally you can give the “Edit” access to the recipient and set an expiration date for the share. You can also add a note to the recipient, which will be shared over email. Use the “Unshare” option to stop sharing a file that you had shared earlier.

Set edit permissions, Expiry Date for File Share and Send note to recipient

Set edit permissions, Expiry Date for File Share and Send note to recipient

The file share recipient(s) will automatically receive an email with the link to the shared file/folder. The shared files will be accessible via their INFINCE login.

Sharing File/Folder via Link, Share a File/Folder with an external user (someone outside your INFINCE)

INFINCE Workplace allows you to share your files to collaborators within and outside your organization via links. To share the link of the file, click on the share button available on the right side of the files or folders. This will open a side menu. Click on “+” icon on the right to create a new Share link.

Creating a File Share Link

Creating a File Share Link

Then click on the the more icon (3 dots) on the right side to set the share parameters – Allow editing, Prevent Download, Set a password and set an expiration date for the share. You can also send a note to the recipients of the file share.

Setting controls and permissions for File share link

Setting controls and permissions for File share link

Use the “Delete Share Link” option above if you wish to stop an earlier file share via link.

“Add another link” let you create another file share link for the same file. This is a very powerful and useful feature as it lets you share the file with different target users/groups with different controls/permissions.

Once the Share link has been set with the required permissions, you can copy the link by clicking on the copy icon. Now, share this link to the recipient(s) via email or other modes.

Copy File Share link

Copy File Share link

Add a note to the recipient of File Share

To add a note to the recipient, click on the options available next to the person with whom the document is being shared or on the options available next to ‘share link’. From the available options click on ‘Note to the recipient’. Enter the note to the recipient. Press enter.

Add notes to file share recipient

Add notes to file share recipient

Delete Note sent to File Share Recipient

To delete a note to the recipient, click on the options available next to the person with whom the document is being shared or on the options available next to ‘share link’. From the available options click on ‘Note to the recipient’. Click on the delete icon displayed next to the note to recipient.

Delete note to recipient

Delete note to recipient

Set/Reset expiration date for File Share

INFINCE workplace allows you to set the expiration date to the document if needed.

To set the expiration date, click on the options available next to the person with whom the document is being shared or on the options available next to share link. From the available options click on ‘set expiration date’. Enter the date from the calendar. The document will not be available to the shared users after the expiration date.

To clear/reset the expiration date. click on the options available on the right side of the ‘Share link’ or the recipient of the document with whom you have shared the document and uncheck the option ‘Set expiration date’.

Set Expiration Date for Share

Set Expiration Date for Share

Setting Password Protection for File or Folder

To password protect a file, click on the share button displayed next to the file or the folder. Click on the options available on the right side of the ‘share link’. Select password protect from the displayed option. Enter the password and then press ‘enter’.

Set password protection for File or Folder

Set password protection for File or Folder

Clear the password set for a File/Folder

To clear the password protection for a Share, choose the desired share. Uncheck the box next to “Password protect’ option to remove the password.

Remove password by unchecking the box

Remove password by unchecking the box

Shortcuts to your shared assets

All your shared assets can be accessed within Files using the shortcuts present on the left.

Shared Fiels & Folders

Shared Files & Folders

These are the 4 shortcuts available:

  1. “Shared with others” – All your files/folders that are shared with others
  2. “Shared with you” – Files/Folders that others have shared with you.
  3. “Shared by link” – Your files/folders that were shared with internal & external users via a publicly accessible link.
  4. “Deleted Shares” – Shares that were deleted by you.
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