Share Files with Trimble Connect

Document created by Ankit Sulodia on Apr 21, 2017Last modified by Laura Anne Cook on Sep 23, 2020
Version 5Show Document
  • View in full screen mode

Share Files 

The Share Data feature allows users to share files from a project with internal and external users.  

You can share the files that are stored in Trimble Connect in 3 ways:

SHARE SETTING

DESCRIPTION

Specific members of the project

Files can be shared with specific project members which will override any folder level restrictions previously applied to the user. 

Signed in users with the link

Using this setting will allow any logged in user who has the link to be able to access the file. 

Any users with the link

Public or anonymous link sharing. Anyone who has the link can access the file, without signing in to their Trimble Account.

Share with Specific Members of the Project

Use this share option to share a file or files with project members. An email notification will be sent to the specified users so they can access the file(s). 

Note: If the file(s) are stored in a folder that the user does not have access to, sharing with them will override this setting. However, they will still have no access to the folder, which means they will not be able to navigate or access the file from inside the project folder structure.     

Share Options

OPTION

DESCRIPTION

Notify Field

Specify individual project member(s) or Group(s)

Note Field

Add a personal message that will be shown in the email notification to the user(s).

 

To share with Specific Members of the Project

  1. Go to the Explorer page.
  2. Select a file or files.
    The Details pane opens on the right side.
  3. Click the Share button at the top of the Details pane.

  4. The Share Data dialog box opens. Enter the needed information. 
  5. Click Share

Email Notification to the Recipient(s)

After you share the file, the recipients will receive an email where they can download the file(s) or open them in the 2D or 3D Viewers.

Note: Viewing of a file is not tracked as an activity, but if the recipient downloads the file(s), this will be shown in the Activity Feed.  

Share with Signed In Users with a Link

Use this share option to share a file or files with users who are not part of your project, but have a Trimble Connect Account. An email notification will be sent to the specified users so they can access the file(s). They will be required to sign in to the application before gaining access.   

Share Options

OPTION

DESCRIPTION

Notify Field

Specify the email address for the user(s)

Note Field

Add a personal message that will be shown in the email notification to the user(s).

Link expires on

Time limit for the shared data. Users can only view/download the shared data within the selected time limit.

Allow access to

Select whether users canView only or View & download the share data.

Show latest version

Version restriction for the file. When selected, only the latest version of the file is shown to the user.

 

To share with signed in users

  1. Go to the Explorer page.
  2. Select a file or files.
    The Details pane opens on the right side.
  3. Click the Share button at the top of the Details pane.
  4. The Share Data dialog box opens. 
  5. Change the Share with field to Signed in users with a link 
  6. Enter the needed information. 
  7. Click Share

Email Notification to the Recipient(s)

After you share the file, the recipients will receive an email where they can download the file(s) (if that option was selected) or open the file(s) in the 2D or 3D Viewers.

Note: Viewing of a file is not tracked as an activity, but if the recipient downloads the file(s), this will be shown in the Activity Feed.   

Share with Any Users with a Link

Use this share option to share a file or files with users who are not part of your project, and do not have a Trimble Connect Account. An email notification will be sent to the specified users so they can access the file(s). They will be not be required to sign in to the application to gain access to the file(s). 

Share Options

OPTION

DESCRIPTION

Link expires on

Time limit for the shared data. Users can only view/download the shared data within the selected time limit.

Allow access to

Select whether users canView only or View & download the share data.

Show latest version

Version restriction for the file. When selected, only the latest version of the file is shown to the user.

Notify Field

Specify the email address for the user(s). This is required.

 

To share with signed in users

  1. Go to the Explorer page.
  2. Select a file or files.
    The Details pane opens on the right side.
  3. Click the Share button at the top of the Details pane.
  4. The Share Data dialog box opens. 
  5. Change the Share with field to Any users with a link 
  6. Enter the needed information and email address of the recipient. 
  7. Click Share
  8. The Share links dialog will show. You can copy the links or click Ok.

Email Notification to the Recipient(s)

After you share the file, the recipients will receive an email where they can download the file(s) (if that option was selected) or open the file(s) in the 2D or 3D Viewers.

Note: Viewing of a file is not tracked as an activity, but if the recipient downloads the file(s), this will be shown in the Activity Feed.   

Update Share Settings 

If you need to make changes to any of the share settings, this can be done by going to the Activity page and editing the Share, this is also how you can revoke or cancel a share.   

These options are also available to Project Administrators.

Who Can See What I Have Shared

Only you and the Project Administrators can see what has been shared and who it has been shared with.

Attachments

    Outcomes