Document Management & Sharing
Sharing Add-On
Security Control
the security section in the link settings dialog allows users to restrict access and protect shared files using passwords, email based validation, and domain level controls these settings ensure that only authorized recipients can view or download the content configure manual the security settings control how recipients access a shared link and who is allowed to view it these options help ensure that files are shared only with authorized users after the widget is available with connected resources, users can create sharing links directly from salesforce records open a record and locate the file/folder under cloudfiles widget hover over the file or folder to be shared click ⋮ (more options) and select share available options password protected require a password before users can open the shared link requires email for viewing allow access only to users who enter a valid email address enforce email verification verify the user’s email with verification code before granting access to the shared file or folder allow list use the allow list to grant access only to specific users or domains only users whose emails or domains are added here will be able to open or download the shared file if no allow list is set, the link remains accessible to anyone meeting other configured conditions emails john\@gmail com, myname\@domain com domains cloudfiles io, mysite com blocked list use the blocked list to deny access to certain users or domains, even if they receive the shared link emails test\@domain com domains test com configure automatic automatic configuration allows you to update link settings without manual intervention this is useful when you want link behavior, such as security rules, access permissions, or download settings, to adjust automatically based on your business processes or record updates the docid\ qsm0wljnv5f7pnptsqwcy action modifies the configuration of existing cloudfiles links available options it can be used to disable or reactivate a link allow or restrict downloads restrict access to specific users or domains protect the link with a password enable email verification the flow action accepts following inputs link id cloudfiles link id that you created using docid\ naag8un025cazhe5hggcl action allowed emails list of email ids you wish to grant access to the link allowed domains list of domains you wish to grant access to the link disable to disable the cloudfiles link allow downloading to allow downloading password text type input to make the link password protected enable email verification to enforce email verification once links has been created and configured related to a record, you can docid 4xgiosd d5w klk8pnnhk using doc sharing widget