If you're using...
Workshare Professional/Protect 8
Workshare Connect for web
Microsoft Windows 8, 7
Microsoft Outlook 2013, 2010 SP2, 2010 SP1, 2007 SP3
Microsoft Internet Explorer, Mozilla Firefox, Google Chrome, Apple Safari, Opera |
Recipients of emails with links to files receive an email with details of the name of the file and a link to click to access the file in Workshare Connect from the Files & Folders (classic) tab. The means of access and options available to the recipient will vary depending on whether the recipient is a registered Connect user and the settings specified by the sender. Scenarios include:
- When a recipient is a registered Connect user, clicking the link displays the location in Connect where the file (or files) is stored. The file or files are stored in a folder with a name that matches the subject of the email. This folder appears in the recipient’s Received folder in Connect. The recipient can add comments to the file, upload versions and make changes to the folder where the file is stored.
- If the sender has specified that the recipient need not be registered and logged in to Connect, clicking the link displays the location in Connect where the file (or files) is stored. The recipient can view the file and download it.
- If the sender has specified that the recipient must be logged in to Connect, clicking the link displays the Connect login and the recipient must first log into Connect in order to view the location in Workshare where the file (or files) is stored and download it.
- If the sender has specified an expiry date then the link will only work until the expiry date. Once the date has passed, the recipient will not be able to access the file.
Watch the video:Note: The Workshare Connect Inbox and Sent Files folders are now found in the
Files & Folders (classic) tab.
