How to share data with a client using Shares (Outbound Link)

You can use the Share system to generate a link that will allow clients to download data from your site without the need for a user account.

To create an Outbound Shares Link complete the following actions after ensuring you have enabled link-based file Sharing from the File Sharing section of your Settings menu:

1. Log into the site and navigate to the location of the data you would like to share.
2. Select the files or directories you would like to share and click "Send Files"

3. After selecting “Send Files,” a dialog box will appear. You’ll be asked to:

• • Enter a Reference – Give the link a descriptive name (this helps you identify it later in your Shares dashboard).

  • Choose a delivery method – Depending on what your administrator has enabled, you may see one or both of the following options:

    • Send it for me: Sharetru sends the link directly to the email addresses you specify. Each recipient gets their own link tied to their address.

    • I will send it myself: Sharetru generates a single link for you to copy and send through your own email or message. This link is not tied to specific recipients.

4. If you choose “Send it for me”:

A new dialog box will open where you can:

• • • Enter recipient email addresses – These are the guest users who will receive the link. If a recipient is not already registered as a Guest User, they will be prompted to register before they can access the files.

    • Set the email details – Add a subject line and customize the body of the email that will be sent with the link.

5. Hit Send

Tip: Advanced Settings will only be available when the Administrator has enabled end users to change the number of days and the number of uses before a link expires

Need Help?

Contact support at support@sharetru.com or open a ticket in our ticketing portal