Sharing to Anyone
You can share a copy of an object, a PDF of an object, or a public link to an object 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
. 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 . 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.
- 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:
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: