You can access the Share option by right-clicking a document or by picking Share from the dropdown menu of available actions. Internal recipients (existing Circularo users) can then view or edit shared documents, depending on the rights you grant to each user.
You can also set the document’s expiration date in the Share dialog in Advanced settings.
- Enable expiration: When enabled and set to a specific date, the document won’t be accessible to the recipients after its expiration date. Any required action needs to be done before the document expires.
Sharing documents with external recipients can be done in the same way as with registered Circularo users. There are, however, a few differences in security settings and in managing already shared documents.
Recipient identity verification
The system offers the option to specify a password. This password can then be shared with the external recipients in question via a different channel or can be mutually agreed upon in advance.
Availability: Business and Enterprise
You fill in the recipient's phone number. Once the document is sent, the recipient receives a text message with a PIN code to unlock the document. They won’t be able to access the document without entering the PIN code.
An email OTP feature. When the Mail protection toggle is set to Yes, external recipients would not be able to open the document without verifying their email and entering the verification code.
3rd party application authorization
Choose a third-party app such as Google, Microsoft, or LinkedIn, and ask the recipient to verify their identity through their account with OAuth.
External recipients cannot edit documents. Any documents shared outside of Circularo can only be shared for viewing.
Apart from sharing via email, Circularo allows users to share documents by creating public links. Using a public link grants access to the document to anyone who has a valid link.
To create a public link, click on Create a link on the bottom of the Share dialog. You will then see a “Anyone with the link can view this document” message and a Copy link button next to it. After clicking the button, simply paste/Ctrl+V the link wherever you want.
To remove a public link, click on the X next to the Copy link button. This will invalidate the link and anyone who had the link previously won’t be able to access the document anymore.