You can share individual assets or groups of assets as either a Shift Review Link or as a Branded Presentation from your Shift account. Simply highlight the assets you wish to share, and click either the Share paper airplane icon or the Spotlight flame icon.
Sharing Files for Review and Approval
To share files for review and approval in a Shift Review Link, select the assets you wish to share and click the Share paper airplane icon at the top of the page.
Once you click this icon, a share modal window will open, where you will enter all the information and settings for your link, as seen below.
Title: this section is required. The title you give a link is also displayed to the recipients once they receive and open the link.
People: This is optional, if you simply want to copy the link and share it through other means and do not want to set any restrictions on who can view the link. Your audience may consist of internal users in your workspace or outside email recipients.
If the "Send an email to my recipients" box is checked, recipients will receive a notification email, and the link will show up in their Feed. Unchecking this box will not send a notification to the recipients, but the link will still show up in their Feed.
Link Description: This optional field allows you to add any additional messaging about the link that the recipients can see.
You are able to choose who can view your files by selecting which access setting you would like to have applied to this link as detailed below:
Anyone with a link: this security setting means that anyone who has access to the link that you created has the ability to view it.
Anyone with a link and password: anyone with access to the link has the ability to view it, if they know the password.
Private (only the users above): this security setting means that only the people who you list in the audience have the ability to view the contents of the link. If someone who is not listed in the audience tries to view the link, they are restricted from viewing it until the creator adds them to the audience.
Expiration: By default, all links expire after a 48-hour period once created. The creator of the link has the ability to un-expire it at any point; however, un-expiring a link simply resets the 48-hour expiration period.
Enabling/disabling downloads: users have the ability to allow or restrict the ability to download any assets from a link.
Request Feedback: users can allow or restrict commenting on links that are sent to them.
Notify when viewed: users have the option to be notified via email of any views on a link.
Sorting the order of assets
You can sort the assets in the link by dragging and dropping the assets in a custom order. You can also sort assets alphabetically, or sort by which files were recently uploaded.
Once all your settings are applied to the link, you have two options:
You can simply copy the url for the link and send it out through other means, or
You can click the "Save" button to have the link saved to your clipboard.
Share Files - Collection Bin
The Collection Bin allows users to consolidate different assets from different projects and then share them. You can drag and drop asset into the collection bin on the lefthand side.
The number of assets you have added to the collection bin is displayed in the collection bin icon in the lefthand navigation bar. Click the icon to open the bin. Here, you can reorder or remove any of the assets that you have added.
To share the assets in the bin, click the paper airplane icon along the bottom. You can either send it as a Review Link or share it as a Spotlight presentation.
Sharing Files as a Presentation
You can share files in a branded Presentation using Spotlight Templates.
Select the file or files you wish to share and click the Spotlight flame icon at the top of the page to share your files in a branded Presentation designed with your own logo and custom colors.
Once you click the Spotlight icon, a share modal will open, where you can set the settings for this presentation. These include your link's access settings, expiration date, and the template you would like to use in your presentation.
After you enter your link's settings, click "Get Link" to copy the link for your new Presentation and start sharing it with your audience.
Share Folders as Presentations
Users are also able to share entire Folders as Presentations using the same Spotlight Presentation templates as above. First, right-click on the folder you wish to share, and then select Share > Presentation.
This will open the Share modal, where you can enter your folder Presentation's settings and recipients. When you are done choosing your settings, click " Get Link" to copy the link to your folder presentation.
Sharing Playlists as Presentations
Lastly, you can also share an entire Playlist as a branded Presentation using your Spotlight templates. First, open the Playlist tab in the right side drawer. Then, select the playlist you would like to share, and click the paper airplane icon.
This will open the share modal, where you will choose your Presentation settings and select which Template you would like to use. When you are finished, click "Get Link" to start sharing your playlist Presentation.
Set Your Brand Logo as a Default
You can upload your brand logo in the Administration section, so it is automatically applied to your Spotlight template. Click here to learn more.