Files
Share files
Send a file to someone outside Agiled with a secure link, or share it with a teammate or a client's portal.
Share a file from Agiled instead of emailing attachments, so you control who can open it and for how long.
Share a file
- Open Files and find the file.
- Open the file's menu and select Share.
- Under Share with, choose:
- External link for someone outside Agiled
- Team member for a teammate
- Client portal for a client contact, who sees it in their portal
- Pick the Member or Contact, if asked.
- Choose the Access level. View lets them open and download the file, and suits most shares.
- For an external link, set an Expires At date, Max Downloads or a Password if the file is sensitive.
- Create the share and copy the Latest Link.
You're done when the recipient can open the file. Try the link yourself first; see Before you share.
What the recipient sees
An external link opens a page with your workspace name and logo, the file name, size, how long the link lasts and how many downloads are left, with Preview file and Download file buttons. If the link has a password, they enter it and select Unlock first.
Stop sharing
Open Share on the file again and select Revoke. The link stops working straight away.
Good to know
- Previews count toward an external link's Max Downloads, as well as downloads.
- Send a password through a different channel from the link.
- If Share is greyed out, the file may be archived or you may not have permission to share it.
- Files on a project shared with a client have their own Clients see this or Team only switch, with no link needed. See Share project work with clients.