HCP Anywhere User Help

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Sharing links to files and folders from the User Portal

If your HCP Anywhere administrator allows it, you can share links to your files and folders. Once you send a link to a user, they can access the file or folder you shared.

To share a link from the User Portal:

1.On the Files page in the User Portal, do one of these:

oNavigate to the folder that contains the file or folder that you want to share.

oSearch for the file or folder that you want to share.

2.Do one of these:

oMouse over the file or folder and click on the Sharing button. If you're sharing a folder, from the menu that appears, click on Share via Link.

oRight-click on the file or folder. Then, from the menu that appears, click on Share via link.

The Share Link window opens.

3.In the Share Link window:

oSelect how you want to share the file or folder:

Internally or Publicly

oIf you are sharing a link to a folder, select the type of access a user has to the folder:

Read access

Upload access

Note: Your HCP Anywhere system may not allow links to be shared publicly, or with both read and upload access.

oType the number of days for the link to remain active. The Share Link window displays the maximum number that you can enter.

oTo require an access code for the link, select Use Access Code.

4.Click on the Share button.

The Share Link window displays the link and, if applicable, the access code for the link.

5.To send the link, do one of these:

oCopy and paste the link into an email, instant message, etc., and send it to your recipients.

oTo automatically insert the link into an email message, click on the Email Link button.

A new message window opens in your default email application. The link appears in the body of the message.

6.If your link requires an access code, do one of these:

oCopy and paste the access code into an email, instant message, etc., and send it to your recipients.

oTo automatically insert the access code into an email message, click on the Email Access Code button.

A new message window opens in your default email application. The access code appears in the body of the message.

7.Click on the Close button.

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