Share a document with an external (not docuware) user for a restricted period of time
It would be AWESOME that i could share a big file in my DW system (for example the Docuware Main Brochure - 8 MB that i can't send by email) with prospects through a link. Have them be able to access that document only for a restricted period of time like 3 days, time in which they can download the document (no editing, just viewing and downloading).
Andreia
shared this idea
Thank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Ahmet from AVANTGARDE SOFTWARE
commented
I just made a make.com template which does exactly this!
It's using DocuWare's existing capabilites and the make.com platform to share documents with externals via Microsoft OneDrive.The best about it? The sync to OneDrive is fully automated and automatically expiring after certain days.
Check it out here: https://www.linkedin.com/posts/ahmet-tas_automated-time-imited-onedrive-document-share-activity-6947790245211820032-rAZ-
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Nate French
commented
You can do this with the Guest Account and URL Creator..
A. In Admin tool, reate a user with stripped down rights (just enough to access the document) and give guest access to that user.
B. Define parameters for the URL from URL Creator.A. Configure the user as the Guest Account user in Admin Tool:
- go to <organization name> --> General
- on the right, go to the Web Access section
- set a Passphrase (can be used to encrypt the URL later on)
- - This is NOT the limited user's password.
- choose the limited user you createdB. This is screen by screen in the URL Creator:
- choose WebClient Integration URL.
- put in the Passphrase you created for the guest user above. (not the user password)
- choose Authentication.
- choose Use Credentials, Username and Password (for the docuware user assigned to guest), and your dates valid range.
- choose Download
- enter the File Cabinet GUID and the DWDOCID for the file.
- - you can see the File Cabinet GUID in the Admin ToolAlso, here is a link to better understand where to find ALL THE GUIDs:
http://help.docuware.com/en/#b57862t61568n67975That's all there is to it! Once you have done it a couple times, it is not daunting.