option is shown in the HighQ tab on the top right of your Outlook ribbon.
Select
Attach from HighQ
to select a document to attach that is already in your Collaborate instance. This document will have the secure settings feature.
The options displayed in
Files and Folders
are the same as your
My Files
area in Collaborate.
Security options
In the
Security options
tab you have the following options:
In the
Accessible by
options, you can set the security levels for accessing the document:
Anyone with the link
- Anyone can access the document
Users in my organisation
- Any users in the organisation with access to the Collaborate instance
Any registered system user
- External users who are already registered with Collaborate.
In the
Download rights
options, you can set security for downloading of the document:
Download, view and print
- This will allow users in receipt of the link or email to download, view and print the document.
View only
- Users in receipt of the link or email can only view the document
In the
Link expires
option, set how long the link may be accessed:
Never
- Access to the link will never expire
After 2 days
- Access to the link will expire after two days
After 7 days
- Access to the link will expire after seven days
After 30 days
- Access to the link will expire after thirty days
Choose date
- Select a date for the link to expire
After setting security options, select
Attach
. In Outlook your email will now contain a link at the beginning of the email.
To change where the link is inserted in the email open the
Settings
option in the HighQ panel and then choose the
Preferences
tab.
The link in the email will take the user to Collaborate to view the document.
note
Options are pre-determined by selections made in the Settings tab. For example, options to download and print, and the link expiry delay.
The date shown is the date the document was created. A message shows how long is left before the access expires, if a date has been set. This text will also inform you if the link has already expired.