Share a property sheet by link
Create a public link to a property sheet, choose what it shows and how long it lasts, then disable it when it is no longer needed.
The video for this guide is coming soon.
The share link shows part of a property sheet to someone who has no account: an owner, a contractor, a guest. You choose the visible information and how long the link lasts. Allow 2 minutes.
The sheet itself is filled in with Keep a property sheet up to date.
Create a share link
Step by step
- 1
Open the Properties menu.
- 2
On the property's row, click Share. The sharing window opens.
- The same button is at the top of the property sheet.
- 3
Under “The link expires after”, choose how long the link lasts.
- 4
Under “Information visible on the sheet”, tick what the person will see. “Tick all” ticks every line.
- 5
Click Create link. The message “Share link created.” appears and the label “Active link” is shown with the address.
- 6
Click Copy. The message “Link copied.” appears.
- 7
Paste the link into a message to the person.
Edit an active link
Step by step
- 1
Reopen the window with Share. The label “Active link” shows the creation date and the time left.
- 2
Tick or untick information under “Information visible on the sheet”.
- 3
For another duration, click Change duration, then choose it. The duration starts from today, when you save.
- 4
Click Save. The message “Shared information updated.” appears.
| Button | What it does |
|---|---|
| Copy | Copies the address of the link |
| View sheet | Opens the public sheet, as the person sees it |
| Change duration | Offers a new duration, counted from today |
| New link | Creates a new address; the old one no longer works |
| Disable link | Stops the sharing: the address no longer works |
Disable or replace a link
Step by step
- 1
Open the window with Share.
- 2
To stop the sharing, click Disable link, then confirm. The message “Link disabled: the address no longer works.” appears.
- 3
To keep the sharing but change the address, click New link. The message “New link created: the old one no longer works.” appears.
- 4
Send the new address only to the people who still need to see the sheet.
Set what the company allows
For the administrator only. These settings apply to all the links of the company.
Step by step
- 1
Open Settings › My company › Organisation.
- 2
Find the “Shared property sheet” card.
- 3
Set the lines of the card, described in the table below.
- 4
Save. The message “Sheet sharing saved.” appears.
| Setting | What it does |
|---|---|
| Allow the share link | Turned off: the “Share” button disappears and all existing links stop working |
| Shareable information | “Shareable”: the information can be ticked. “Ticked by default”: it is offered on each new link |
| Fixed sheet | Each link shares exactly the information ticked by default. Other users cannot add or remove anything |
| Maximum duration | A duration that other users cannot exceed |
| Expiry required | No link without an end: each link has a duration, 30 days at most |
Frequently asked questions
Does the person need an account?
No. Anyone who has the link sees the sheet, with no account or password.
Can I create a link that never expires?
Yes, unless the administrator has turned on “Expiry required” or set a “Maximum duration”. In that case, each link has an end.
What does the person see once the link has expired?
The link no longer works. Reopen the sharing window and choose a new duration, or create a new link.
Why can I not choose the information?
The company uses the “Fixed sheet”: the content is chosen by the administrator and cannot be changed.
What happens if the administrator turns sharing off?
The “Share” button disappears and all existing links stop working.