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How To Set An Expiry Date On A Shared Link For A Sales Quote

Providing access to a proposal document is a necessity, however, ensuring this is done securely is imperative. To restrict a document from being viewed after a certain date and time can be done through a setting in the security options for a shared link.

When selecting to share a document, a shareable link will be created. This link can be restricted by clicking on Edit security settings for this link.

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All or none of the security settings are able to be set depending on the specific viewing restrictions required. These options include:

  • Expiry Date
  • Expiry Time
  • Password Required
  • Number of Views

For the purpose of this example, we are wanting to restrict access to the document after 5:00 pm on 24th October 2022.

Simply click on the required date. To add a specific time to the expiry restrictions click on the blue clock icon.

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A time is not required to set an expriy date, however a date is required to set an expiry time.

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Confirm your details and click Save. You are now able to securely share the copied link.

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