Here's how to enable Quick Access Links for your recipients and data room guest
For Send File Recipients (Document Security)
Data Room guest
Document Security
Step 1: Go to Send Files.
Step 2: Under Access, select Only people I specify (quick access links).
Step 3: Add your recipients.
Step 4: Choose "Send file & notification" to notify your recipients.
❗ Note: A file's Access cannot be modified after the file has been sent. If you need to change the Access setting, please delete the file and resend it.
Data room Guest
If you would like guests of a specific data room to access files seamlessly without needing to log in or enter verification codes every time:
Step 1: Go to Create data data from your left sidebar or Manage Data Rooms and select your data room.
Step 2: Click on Settings.
Step 3: Under the Access option, choose Only people I specify (quick access links). Click Save
❗ Note: All data room guest permissions will maintain the same as you selected for the guest.
Quick access links are enabled by default for new data rooms