Share files and folders externally from a Team Folder

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 two ways:
1. Share a file or folder externally 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.

2. Share a file or folder externally with custom 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, and Edit
    Access levels for folders: View, Edit, Upload

  3. You can create multiple custom external share links for each file or folder.
Notes
  1. The external sharing feature can be enabled or disabled at both the team and Team Folder level.
  2. If external sharing is enabled in a Team Folder, only Admins and Organizers in the Team Folder can share files and folders externally.
  3. If external sharing is disabled, Admins and Organizers cannot share files and folders externally from a Team Folder.

Share a file or folder externally with default permissions (for anyone on the internet)

1. Select a Team Folder in the left pane under TEAM FOLDERS.
By default, the FOLDERS tab will be displayed in your Team Folder.

2. Select a file or folder and click the share icon  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.



4. By default, Team Folder members and shared collaborators will be selected. 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 Team Folder members and shared collaborators or Anyone in your team.

Notes
External users will only be able to view and download the file or folder.
1. Select a Team Folder in the left pane under TEAM FOLDERS.
By default, the FOLDERS tab will be displayed in your Team Folder.

2. Select a file or folder and click the share icon  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.

Notes
  1. The maximum file upload size is 1 GB in Starter Edition, 5 GB in Team Edition, and 50 GB in Business & Enterprise Editions.
  2. Only files in Zoho's native format (i.e., Zoho Writer, Zoho Sheet, and Zoho Show) can be edited.
  3. Only external users with edit access can comment on files.

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.

Info
  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 icon 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.

Notes
  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.

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