Shop Files allows you to share a report(s) with others via e-mail, text, social media, etc, from a permanent location in the cloud. Unlike sharing a report(s) from My Files, the link is permanent and will work, even if the original file is deleted.
Shop Files links are useful when sharing a report with a customer that is not a registered user that just needs to see the report, and that may need access to the report in the future.
The file details displayed in a shared link will be different depending if the message recipient is logged in or not. If the recipient is not logged in, only limited details are displayed.
To add a report(s) to Shop Files:
From My Files, select the Copy icon on the report card to copy the report to Shop Files. This copies the report to a permanent location in the cloud.
To share an individual Shop File Report:
| 1. | From Shop Files, select the Copy icon on the report card. |
| 2. | Select an option from the pop-up window. |
Some selections may be grayed out or not shown, indicating the option is not supported on your device/system.
| ● | Copy to Clipboard - open your (e-mail, text, social media, etc.) application and paste the URL into a message to share with others. |
| ● | Send via Email - your system default e-mail application will open a new message with the link attached, ready to be sent. |
| ● | Send via SMS (Short Message Service) - this option is used with supporting mobile devices, and will typically open a new text message with the link attached, ready to be sent. |
To share all files in Shop Files:
| 1. | From Shop Files, select the Menu icon from the upper toolbar. |
| 2. | Select Share My Shop Files. |
| 3. | Select Copy to Clipboard from the pop-up window. |
| 4. | Open your (e-mail, text, social media, etc) application and paste the URL into a message to share with others. |