Manage Links

once sharing links are created for a record, they can be viewed and managed through the doc sharing widget on the record page this widget lists all links created manually or through automation flows and allows users to view link details, update link settings, and manage access security adding a widget to a record to manage shared links from the record page, you must add the cloudfiles widget to the lightning record layout steps open the record → click setup → edit page to open the lightning app builder search for cloudfiles and drag the component onto the page set widget type to shared links , then save and activate the layout this adds the shared links widget to the record, allowing users to manage file, folder, and dataroom links on that record widget view after adding the widget, the shared links table becomes visible on the record page this view provides a quick overview of all links associated with the record the widget displays name – file, folder, or dataroom name created by – user who created the link created on – date the link was generated views – number of times the link has been accessed status – live/offline status of the link analytics – access to link level analytics actions menu – dropdown to manage the link this helps users understand link usage and quickly perform actions without leaving the record page link actions from the shared links widget, each link has an actions menu (▾) clicking this menu reveals options such as copy link – copies the sharing url edit link settings – opens the link settings popup export analytics – download analytics details for the link preview – open the link preview download – download the shared file, if permitted edit link settings when selecting edit link settings , a configuration dialog appears this dialog includes status online – toggle to activate or deactivate the link sharing url – the generated link with a copy link button allow file download – enable or disable downloading for recipients expiry options for setting when the link should expire whichever limit is reached first will deactivate the link expiry by date/time expiry by number of views security options to protect the link password protection require email for viewing enforce email verification allow/block lists (emails or domains) users can adjust link availability, expiry, and security settings at any time, directly from the record page