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Copying links and generating QR Codes for sharing

This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.

 

 

Prerequisites

  • Access to the Drive (DR001) menu.
  • User connected with editor permission.

 

Introduction

The sharing feature of SoftExpert Drive allows you to make files and folders available to other users and teams in the system, with permissions adjusted according to the need.

After configuring the sharing, you can generate a link or a QR Code to facilitate access to the record. These resources expand the possibilities for distribution and consultation, making sharing more practical and accessible.

The addition of access permissions was covered in a different article. Click here to access it in case of questions.

 

 

1. Access the Drive (DR001) menu in the My drive view.

2. Place the mouse cursor over the file or folder and expand the More Options button. button that will be enabled.

3. Click the Share option so that the sharing screen is opened.

4. Click the Copy link button to copy an access link to the record.

5. Paste the link into the text box you want in order to send it.

User following the steps to share a record via link.

 

Generate QR Code

1. Access the Drive (DR001) menu in the My drive view.

2. Place the mouse cursor over the file or folder and expand the More Options button. button that will be enabled.

3. Click the Share option so that the sharing screen is opened.

4. Click the Generate QR Code button to generate a QR Code for accessing the record.

5. Use the Print button to save the QR Code and send it.

User following the steps to share a record via QR code.

 

Conclusion

With the link and QR Code resources, SoftExpert Drive offers fast and secure ways to share records. After defining the permissions, users can access the files or folders through the generated channels, optimizing communication and access to information inside or outside the organization.


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