Share files and folders externally from My Folders

Share files and folders externally from My Folders

When you share your personal files with people outside of your team, it's important to retain control over the original files. WorkDrive allows you to share files and folders from My Folders with external users in the following three ways:

1. Share directly using email addresses
  1. Access levels for files: View, View and comment, Edit, Share
  2. Access levels for folders: View, View and comment, Edit, Organize
2. Share with default permissions (for anyone on the internet)
External users will only be able to view and download files and folders. This is the default external sharing option in WorkDrive.

3. Share with custom external share links
  1. Create new external share links and set passwords and expiration date, allow or disallow downloads, and even request user information for the shared link to help restrict access and track activity.

  2. Access levels for files: View, View and comment, Edit
    Access levels for folders: View, Edit, Upload

  3. You can create multiple custom external share links for each file or folder.
  1. The external sharing feature can be enabled or disabled at the team level.
  2. If external sharing is enabled in a Team, any Team Member can share files and folders externally from My Folders.
  3. If external sharing is disabled, Team Members will not be able to share files and folders externally from My Folders.

Share directly using email addresses

1. Select My Folders in the left pane.
2. Select a file or folder and click the Share button in the top actions bar.
3. Enter the users' email addresses and assign an access level.
4. Add a personal message if needed.
5. Click Share.



Users will be notified about this sharing via email.

Team users can share files and folders directly with: 
  1. External users (who have a WorkDrive account)
    1. Users of other teams or organizations in WorkDrive
    2. Individual plan users in WorkDrive
  2. External users (who do not have a WorkDrive account)
  1. When you share with external users who have a WorkDrive account, they must sign in to their WorkDrive account to access any shared files and folders in their Shared with Me section.

  2. When you share with external users who have a Zoho account but don't have a WorkDrive account, they must sign in to their Zoho account to access any shared files and folders.

  3. When you share with external users who do not have a Zoho account, they can only access the shared files and folders after verifying their email address via OTP authentication. This ensures secured access for any external users.

  4. Users without a WorkDrive account will be able to add or upload (includes version upload), comment, rename, and download files and folders. For advanced collaboration features, they need to sign up for a WorkDrive account.

    Currently, for Zoho format files (i.e., Writer, Sheet, and Show), external users without a WorkDrive account can only view, comment, and download. We will soon support other options compared to non-Zoho format files.

Share with default permissions (for anyone on the internet )

1. Select My Folders in the left pane.
 
2. Select a file or folder and click the Share button in the top actions bar. A share dialog box will appear.
Alternatively, you can also right-click a file or folder and select Share
 
3. Click Change Visibility next to Permalink in the share dialog box.  By default, Collaborators will be selected.

 

4. Click the dropdown next to Collaborators and select Anyone on the internet.

 

5. Click SAVE.
 
6. Click Copy, then share the link with external users via email, group chat, or social networking sites.
 
7. To stop sharing with anyone on the internet, click Change Visibility next to Permalink in the share dialog box and select Collaborators or Anyone in your team.
 
External users will only be able to view and download the file or folder.
1. Select My Folders in the left pane.
 
2. Select a file or folder and click the Share button  in the top action bar. A share dialog box will appear. 



3. Click New external share link. An external share link dialog box will open.
Alternatively, you can right-click a file or folder and select  Share  >  New external share link .
 
4. Enter a link name for easy reference.
 
5. Choose the Access Level for the file or folder you want to share externally.
 
Permissions for files:
 
For Zoho format files, i.e., Writer, Sheet and Show, external users can be given view, view and comment, or edit access.
For non-Zoho format files (documents, spreadsheets and presentations), and other file types such as images, videos and pdfs, external users can only be given view access.
 
Permissions for folders:
 
View - Restricts an external user to only viewing files inside the folder.
Upload - Allows an external user to do the following:
      Upload files (file upload limit will apply based on the WorkDrive plan)
      Preview and download files
Edit - Allows an external user to upload and edit files inside the folder.

  1. The maximum file upload size is 10 GB in Starter plan, 50 GB in Team plan, and 250 GB in Business plan.
  2. Only files in Zoho's native formats (i.e., Zoho Writer, Zoho Sheet, and Zoho Show) can be edited.
  3. All external share links are public links, i.e., anyone with the links can access them. You can set passwords and expiration dates to restrict access to users.

6. To enable password access to the file or folder, toggle Set password on and enter a password.
 
You can add passwords when you share confidential files and folders. Anyone who tries to open the link will have to provide the password you've set for the file or folder.
 
7. Toggle ON Set expiration to set an expiration date for the shared file or folder. This will make your share link invalid after the set date.
 
Consider a scenario where your team makes deals with clients or parties for a fixed period of time. You can set the expiration date for links you share with them to ensure that they won't have access to your file or folder once the contract ends.
 
8. Toggle ON Allow downloads to let external users download the shared file folder. If you wish to restrict users from downloading the file or folder, toggle OFF.
 
9. Toggle ON Request user data and choose the required user details like name, email address, and phone number. If this is enabled, a user has to submit their details every time to access the file or folder. This way you know who opens your file or folder via the external share link.
 
  1. If the name is not requested in a share link, external users will be mentioned as or called Guest# (in sequence as Guest#1, Guest#2, etc.) in WorkDrive.
  2. This setting cannot be enabled or edited once the external share link has been created.

 

10. Click Create. A new dialog box will open.
 
11. Click Copy, then share the link with external users via group chat or social networking sites.
 
12. To email the share link, enter email addresses of external users, separated by commas, add a personal message if needed, and click SEND EMAIL.
 
13. Close the dialog box and click the Share button again in the top to see the external share link created at the bottom of the share dialog box.
 
14. Click Actions next to the share link and you will have these options:

 
 
Copy link - You can copy the share link to share with your external users.

View stats - You can view the list of external users who have accessed the file via this external share link, their number of views and downloads, and the date and time they recently accessed.
 
 
 
Email share link - You can email the share link to external users.
 
Change settings - You can change the share link settings (password, expiration date, and download setting) at anytime after creating the link, or create a new custom share link for the same file.
 
Delete share link - You can delete the share link if required.

  1. You can create multiple custom external share links for a single file or folder, and share them with the appropriate person or group.
  2. You can find separate access stats for each external share link by clicking its Stats in the share dialog box.
  3. To access an externally shared file or folder, external users have to go to the email or app where they received it. The file or folder will not be listed anywhere in external users' folders, even if they have a Zoho account.
  4. Deleting external share links will remove access to files or folders for external users.
When you work together with external users for a long period (say, 6-12 months), you can add them as client users to your team with limited roles and permissions for better collaboration.  

Also read:

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Share files and folders externally from a Team Folder

                                                                                                        When you share your team files with people outside of your team, it's important to retain control over the original files. WorkDrive allows you to share files and folders from a Team Folder with external users in the following three ways: 1. Share ...
                                                                                                      • Create custom download links for files and folders

                                                                                                        Easily create download links for files and folders stored in a Team Folder or My Folders and share them with your team members and external users. You can set a download limit and expiration for each download link. You can also create multiple custom ...
                                                                                                      • Find files and folders in Team Folders and My Folders

                                                                                                        Easily find any files or folders in Team Folders or My Folders, share items directly with other members, and change access levels if required. Find files and folders in Team Folders Click Admin Console in the bottom-left corner of your WorkDrive ...
                                                                                                      • Share Settings

                                                                                                        External Sharing Share files with clients or partners outside your team and allow your team members to exchange ideas by enabling share settings. Disable them to prevent your company's data and team files being shared outside your team. To set ...
                                                                                                      • External share settings in My Folders

                                                                                                        Team admins can restrict individual users in their team from sharing files from My Folders with external users. When external sharing is disabled in My Folders for a user, they will not be able to set permalink visibility to anyone on the internet. ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources