Sharing to Anyone

Sharing a copy by email

To share a copy of an object by email, right-click an object in the listing area and select Sharing, E-mail and PDF > Send Copy by E-mail. As a result, an email message with a copy of the selected file attached is created.

Sharing a PDF by email

To convert and share a file in PDF format by email, right-click an object in the listing area and select Sharing, E-mail and PDF > Send as PDF by E-mail. As a result, M-Files converts the selected file to PDF format and creates an email message with the PDF file attached. The file in M-Files stays in its original format.

For information on how to convert objects to PDF format without sending them, see Making PDFs of Existing Objects.

Sharing public links

You can make M-Files documents temporarily available to anyone with public links.

Ask your system administrator to enable or disable the Share Public Link feature.

Before you start, make sure that your M-Files system administrator has done these operations:

M-Files Web has been set up.
The M-Files Web home page has been specified in the Document Vault Properties dialog.

To create a public link:

In M-Files, find the object to share.
Optional: Right-click the object and select History to share a previous version of the object.
Right-click the object or the object version and select Share Public Link.
Result:The Share Public Link dialog opens.
Select the target version.
Use Expiration date (local time) to select the date and time after which the public link will not be active.
Optional: In Description, enter a description.
The description is shown in the Shared by Me dialog.
Click Create Public Link.
Result:The public link is added to the Public link field.
Click Copy to copy the public link to the clipboard.
Click Close.

You can now share the public link to anyone.

Managing and removing shared public links

In the Shared by Me dialog, you can manage and remove public links that you have shared. Users with the administrative rights Full control of vault or See and read all vault content can see and manage the public links shared by all vault users.

To manage and remove shared public links:

In M-Files Desktop, click your initials in the top-right corner and select Shared by Me.
If you have the Full control of vault or See and read all vault content rights, you can also select Shared Files (All Users).

Result:The Shared by Me dialog opens and all the public links shared by you are shown.

Do one or both of these operations:

Operation	Description
Copy Link	Copies a shared public link to the clipboard.
Stop Sharing	Removes a shared public link.

Click Close.