This guide covers 4 how-to topics, including opening Advanced Settings, setting link expiration, restricting download and copy actions, and managing edit requests and ownership transfer.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Advanced Permission Settings | Free |
| 2 | 2. Set Link Expiration and Visitor Visibility | Free |
| 3 | 3. Restrict Download, Print, Save As, and Copy | Free |
| 4 | 4. Manage Edit Requests and Transfer Document Ownership | Free |
How-to Guide
1. Open Advanced Permission Settings
Entry path: Share in the upper-right corner → Advanced Settings
- Open the cloud document that you want to share.
- Click Share in the upper-right corner.
- In the sharing panel, click Advanced Settings.
- Review the available permission options in the panel.
Success Criteria
- Interface result: The Advanced Settings panel opens.
- Next action available: You can see options for link expiration, visitor visibility, download restrictions, edit requests, and ownership transfer.
Tips While Using
- Environment note: Sign in to your account first and make sure the document is being shared in cloud collaboration mode.
2. Set Link Expiration and Visitor Visibility
Entry path: Share → Advanced Settings
- Open the Advanced Settings panel.
- Find the Link expiration option.
- Select 7 days, 30 days, or Permanent.
- Turn Allow collaborators to view recent visitors on or off as needed.
- Close the panel or continue with other permission settings.
Success Criteria
- Interface result: The selected link duration is shown.
- Next action available: The visitor visibility setting is updated as intended.
Tips While Using
- Common mistake: Copying the link without checking the expiration setting can cause the sharing period to differ from your plan.
3. Restrict Download, Print, Save As, and Copy
Entry path: Share → Advanced Settings
- Open the Advanced Settings panel.
- Find Allow collaborators to download, print, save as, and copy.
- Turn this option off when you want to limit export actions.
- Confirm that recipients keep only the allowed access scope.
Success Criteria
- Interface result: The related permission switch is turned off.
- Next action available: Shared users cannot perform the restricted export or copy actions when they access the document.
Tips While Using
- Common mistake: Turning off export actions but forgetting to review who still has access to the link.
- Environment note: This restriction does not block online viewing.
4. Manage Edit Requests and Transfer Document Ownership
Entry path: Share → Advanced Settings
- Open the Advanced Settings panel.
- Find Allow edit access requests and turn it on or off as needed.
- If the document needs a handover, select Transfer document ownership.
- Follow the prompts to choose the target user and complete the transfer.
Success Criteria
- Interface result: The edit request setting is updated, or document ownership is transferred.
- Next action available: The new owner can continue managing sharing and permissions for the document.
Tips While Using
- Common mistake: Starting an ownership transfer before confirming the recipient.
- Environment note: Confirm that the target user can receive the ownership transfer before you proceed.