What is the Share Link feature in QuoteCloud?

The Share Link feature allows you to generate a secure URL that provides access to a document.

How do I share a document with someone?

Open the document options menu, select Share Link, copy the generated link, and send it to the intended recipient.

What is the difference between a general link and a recipient link?

A general link can be shared broadly, while a recipient link is generated specifically for an individual recipient assigned to the document.

How do I create a recipient-specific link?

Open the recipient dropdown in the Share Link window and select the desired recipient to generate their personalized link.

Can I copy the document link directly from QuoteCloud?

Yes. Click the Copy button beside the generated link to copy it to your clipboard instantly.

What does the Active Link toggle do?

The Active Link toggle controls whether the generated link is available for access.

Can I disable a shared link?

Yes. Turning off the Active Link option can prevent access through that shared URL.

Can I edit security settings for a shared link?

Yes. The Share Link window includes options to edit security settings for document links.

Share a Document Link

Learn how to generate and share secure document links with recipients or anyone who needs access to your QuoteCloud document.

Steps to share a document link

Select the document

Locate and select the document you want to share from your Documents list.

Open the document options menu

Click the ellipsis (...) button beside the document to view additional actions.

Select Share Link

From the available options, click Share Link to open the document sharing window.

Copy the general document link

Ensure the General Link is active, then click Copy to copy the shareable document URL to your clipboard.

Generate a recipient-specific link

To create a personalized link, click the recipient dropdown under Links for Recipients.

Select the recipient

Choose the recipient email address from the list to generate a unique link for that specific recipient.

Copy the recipient link

Click the Copy button next to the generated recipient link to copy it to your clipboard.

Share the link

Paste the copied URL into an email, message, or other communication channel to provide document access.

Share a Document Link