Share a file via link

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Share a file via link

Welcome to the user guide for the Share a file via link in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Share a file via link

- Step 1:

- Step 2: If sharing is public, select Public data -> Proceed to enter the necessary values -> Then select Save to perform the sharing operation

*Note:

ØThe Expiration date applies field is used to bind the file display time when sharing. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.

ØThe Download limit applies field is used to limit the display time of the file when downloading. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.

ØThe Permission field allows the Download permission that the person sharing the file can use for the shared file.

The Password field allows the person who is sharing the file with the password to use this password to download the data to the computer.

- Step 3: After successfully saving the data -> Proceed to choose to edit the newly created data line to add emails to customers who are not in the system

- Step 4: The system will display the Share screen -> Proceed to select the Email function to send email to share the corresponding file to the customer.

*Functionused to copy the file address to share

- Step 5: Enter the correct email address of the customer -> Select Save to proceed with sharing data for the customer or select Close to cancel the operation and return to the previous screen

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