File collaboration and secure links

Create a controlled link

Share & collaborate opens the file collaboration dialog. Secure links are intended for external access to one resource. Set a clear label, permission, expiration, optional access limit, and optional password before creation.

1. 1

   Open the file menu and select Share & collaborate.

2. 2

   Choose Secure links.

3. 3

   Name the link for its recipient or purpose.

4. 4

   Select the least permission required.

5. 5

   Set expiration and access limit.

6. 6

   Add a strong password when the delivery channel requires it.

7. 7

   Create and copy the link once.

Comments and exposure

Comments keep file-specific discussion attached to the resource. Exposure summarizes active controlled links and related access posture. Revoke links that are no longer needed rather than relying only on their eventual expiration.

• Do not paste passwords into the same channel as the link.
• Use recipient-specific labels for later review.
• Review exposure after a project closes.
• Treat comments as workspace records subject to access controls.