Users can share individual assets or groups of assets as either a SHIFT Review Link or as a Branded Presentations from their SHIFT accounts. Simply highlight the preferred assets you wish to share, and click either the Share Icon or Spotlight Flame Icon as seen below.

Sharing Files for Review and Approval

To Share files for review and approval in a SHIFT Review Link, please select the assets you wish to share and click the Share Icon at the top of your page (Paper Airplane Icon).

Once you click this icon, a share modal window will open where you will enter all the information and settings for this 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.

Audience Restrictions

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 me about feedback: users have the option to be notified via email of any comments made in a link.

Sorting the order of Assets

Users have the ability to sort the order of the assets in the link by dragging and dropping the assets in a custom order, having all the assets sorted by alphabetical order or sorting 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 may click the "save" button to have the link saved to your clipboard

Sharing Files for Presentation

Users are also able to share files in a Branded Presentation using the same Templates they use in their Spotlight Presentations.

To do this, please select the file or files you wish to share and instead of selecting the "Share Icon" please choose the "Spotlight Flame Icon" at the top of your page to share your files to users in a Branded Presentation designed with your own logos and custom colors.

Once you click the "Spotlight Flame Icon", a Share Modal will open to allow you set the settings for this link. These settings include your link's Access setting, Expiration Date and the Template you would like to use in your Branded Presentation.

After you enter your link's settings, please click "Get Link" to copy the link for your New Presentation to send out to your audience.

Share Folders as Presentations

Users are also able to share entire Folders as Presentations using the same Spotlight Presentation Templates as above. To do this, please click the Action Items on the Folder you wish to Share > Click "Share" > Select "Presentation".

This will open up the Share modal window allowing you to enter your Folder Presentation's settings and Recipients. When you are done entering your required information, please click " Get Link" to copy the link to your Presentation for your SHIFT Folder Presentation.

Sharing Playlists as Presentations

Lastly, you are also able to share entire Playlists as well in a Branded Presentation using your SHIFT Templates. To do this, please open the Playlist Tab in the right side tray > Select the Playlist you would like to Share > Click "Share" Icon (Paper Airplane).

This will open up your Share Modal where you will enter your Presentation's settings and select which Template you would like to use for your Presentation. When you are finished, click "Get Link" and you will be all set to share your Playlist Presentation with your audience.

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