Step 1 – Open the Report
Log into filio.io. Select your project from the dashboard, then go to the Reports section. Open the report you want to share.
Step 2 – Find the Share Icon
On the right-hand toolbar, click the Share icon. This opens the Create Share Link window .
Step 3 – Configure and Send the Share Link
In the Create Share Link window, you can choose how to share the report, set permissions, and define expiration all in one place.
1. Share by Email or Phone Number
Enter the recipient’s email address or cell phone number. Click + Add after each entry to include multiple recipients. You can invite users inside or outside your company.
2. Set Access Permissions
Toggle the checkboxes to define what actions recipients can perform:
All Accesses – Full access to view, edit, approve, or export. Access to Edit Report Text – Allows editing of text fields only.
Access to Write Comments – Enables commenting and replies.
Access to Export Report – Allows downloading or exporting.
Access to Approve Report – Lets recipients mark the report as approved.
Access to Delete Report – Use cautiously; grants deletion rights.
3. Set Expiration Date
Choose how long the shared access will remain active: 1 day, 1 week, or Custom duration. After expiration, the recipient’s link automatically becomes inactive.
4. Send or Generate the Share Link
Once all settings are configured, click Send. This delivers the invitation via email or text message directly to the recipient. After clicking Send, a share link will appear, you can then copy it manually if you prefer to share it yourself.
Note: The share link will only appear after you click Send, it won’t be visible beforehand. Recipients can access the report based on the permissions and expiration you set.
Tips and Warnings
Tips:
- Use email or phone invitations for external partners who don’t have Filio accounts.
- Apply expiration dates for limited-time collaboration.
- Always double-check access permissions before sending links. Warnings:
Warnings:
- Anyone with the shared link can forward it to others during its active period.
- To protect sensitive content, set expiration and limit access permissions appropriately.
share your reports with precision and confidence using Filio.
