Secure document sharing

Secure document sharing is planned for HLB; all sharing options, defaults and setup instructions below describe the proposed feature. It would give you more control over how files in a contact's record are shared, so a link copied into an email or chat would not be open to anyone by default. The enhanced access controls would be a Labs feature, which an administrator could turn on in Labs settings where available.

This would help any business sending documents such as estimates, contracts or invoices to customers. New share links would default to private, and you would choose a different link type for a file going outside your team.

When sharing a document from a contact record, you could choose:

• Public link, which anyone with the link could view
• Private link, which would be for use by your team
• One-time passcode link, which would be one of the planned options
• Password-protected link, which would be one of the planned options

Passcode and password links would let contacts open files without an HLB login. You could also set an expiry date for a link and decide whether recipients could download the file or could only view it, where supported. The document's details view would show the link type, download setting and last update time, along with an access history of link opens and viewers, where available.

Files could also be shared through the client portal. For a file uploaded or selected on a contact record with upload to client portal turned on and saved, the contact would get an in-app notification in the portal and, if enabled, a push notification in a supported mobile app. No workflow would be needed for this notification. Contacts could manage their notification preferences in the portal, and turning notifications off would not remove access to files shared earlier.