Sharing Add-On

the document sharing add on extends the functionality of cloudfiles document management within salesforce document sharing means creating secure, custom links that let external users access specific files or folders this article explains how sharing is set up and what it enables with cloudfiles, users can share files and folders safely through custom links, control who can access or download them, and track activity such as views and downloads licensing & access the document sharing add on is managed under document management licenses to enable doc sharing with your document managment, reach out to support\@cloudfiles io for activation assistance once enabled, all users with a document management license can use document sharing tools without additional configuration access webapp once your webapp ( https //app cloudfiles io) is connected to your salesforce instance, documents can be shared, updated, and tracked directly within salesforce records doc sharing can be enabled from document sharing section of document management tab link sharing with the document sharing add on, users can create and manage links for files, folders, and datarooms a file or folder sharing link can be created directly from the cloudfiles widget inside salesforce records or through cloudfiles flow actions the generated links can then be shared through emails or saved in salesforce fields for future reference security the security settings define how recipients access shared links and which users or domains are permitted to view them you can also make links password protected these settings can be customized for each link analytics the document sharing add on provides detailed insights into how recipients interact with shared content each shared link captures engagement metrics, which are displayed within the salesforce widget and summarized in a dashboard users can view total and unique views download count page by page engagement (time spent per page) these analytics help track content usage and identify viewer activity patterns datarooms cloudfiles datarooms allow you to share multiple files and folders even from different cloud storages, through a single, unified link you can also add file request blocks to collect documents from external users organize files into groups for easier navigation customize access and permissions per group or file configuration the configuration section lets administrators enable and set up cloudfiles sharing options in salesforce from here, you can turn on document sharing , customize branding by adding your company website, logo, or custom domain, and define link defaults such as enabling auto sync to serve files directly from the source