How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer
To restrict a document from being viewed multiple or being shared among other people, setting a limit to the number of times the document can be viewed can be a very useful security option.
When selecting to share a document, a shareable link will be created. This link can be restricted by following the below steps.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer - illustration 697961aa-8ccf-49f3-91ea-25f0bdf26412](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_October_2022%2FHow%2520to%2520Create%2520a%2520Link%2520to%2520Share%2520Your%2520Sales%2520Quote%2520with%2520a%2520Customer%2FPicture42.webp&w=3840&q=100)
To set the security restrictions for the link, click on Edit security settings for this link.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer - illustration e47c252e-e8ad-47b1-a2b3-6f935d9032bb](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_October_2022%2FHow%2520to%2520Create%2520a%2520Link%2520to%2520Share%2520Your%2520Sales%2520Quote%2520with%2520a%2520Customer%2FPicture8.webp&w=3840&q=100)
All or none of the security settings are able to be set depending on the specific viewing restrictions required. These options include:
- Expiry Date
- Expiry Time
- Password Required
- Number of Views
For the purpose of this example, we are wanting to restrict access to the document after 5 views, so '5' has been entered in the Limit number of views field.
Be sure to click Save. You are now able to securely share the copied link.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer - illustration 06556154-015d-41d6-b225-a66ce68f12b2](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_October_2022%2FHow%2520to%2520Create%2520a%2520Link%2520to%2520Share%2520Your%2520Sales%2520Quote%2520with%2520a%2520Customer%2FPicture13.webp&w=3840&q=100)
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