Sharing Files
Share Methods
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:
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.
Sharing with Project Members
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.
To share with specific members of the project
Open your project in Trimble Connect for Browser.
Go to the Explorer page.
Select the desired file(s) to open the detail panel.
Click the Share button.
The Share Data dialog box opens.
Enter the project members in the People field you want to share the files with.
Click Share.
Share Settings
Notify Field
Specify a project member's name or a project group.
Note Field
Add a personal message that will be shown in the email notification to the user(s).
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 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.
To share with signed in users
Open your project in Trimble Connect for Browser.
Go to the Explorer page.
Select the desired file(s) to open the detail panel.
Click the Share button.
The Share Data dialog box opens.
Change the Share With field to Signed in users with a link.
Enter the email address(es) of the users you want to share the data with.
Hit the ENTER key when you are done typing to validate the email address.You can also choose to add the additional info for a note, expiration date, level of access, and how to handle versioning for the file.
Click Share.
Share Settings
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 can View 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.
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 Account. An email notification will be sent to the specified users so they can access the file(s).
Anyone with the link will be able to view the file(s). They will not be required to sign in to the application to gain access to the file(s).
To share with any user with a link
Open your project in Trimble Connect for Browser.
Go to the Explorer page.
Select the desired file(s) to open the detail panel.
Click the Share button.
The Share Data dialog box opens.
Change the Share With field to Any users with a link.
Enter the email address(es) of the users you want to share the data with.
Hit the ENTER key when you are done typing to validate the email address.You can also choose to add the additional info like an expiration date, level of access, and how to handle versioning for the file.
Click Share.
Once the links have been generated, you can copy the links or click Done.
Share Settings
People
Specify the email address for 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 can View only or View & download the share data.
Show latest version
Version restriction for the file.
Selected: Only the latest version of the file is shown to the user.
Not selected: The current version you are sharing will be shown.
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. Since the user is not required to sign in to the application, it will appear as an anonymous user.
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.
To update share settings
Open your project in Trimble Connect for Browser.
Go to the Activity page.
Locate the share record you are trying to edit. You can filter by Activity type › Share to refine the activities listing.
Click Edit.
Make the desired changes.
Click Share.
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.
Next Topic: See Changes in Files & Folders