Manage shares
  • 20 Oct 2022
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Manage shares

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Article Summary

1. Manage shares

This control option allows you to manage all the shares of folders and documents made in Constellio, in addition to managing all the links of the published documents. Share management allows you to view all current shares and public links as well as remove shares and unpublish documents individually and in batches. 

This feature requires permissions that are automatically associated with the administrator role and the person in charge of document management. 

*Only users with the role of administrator or document manager can access this feature. This is an editable permission via: Administration-> Manage roles -> Manage shares

For more information: 
Consult the articles in the "Share" user guide for folders and documents as well as " Publish" documents.

2. Management page tab

The share management page is defined in three tabs.

Shared Folders: This tab allows you to see all the folders that are currently shared.

Shared Documents : This tab allows you to see all the documents that are currently shared.

Published Documents: This tab allows you to see all the documents that are currently published. 


2.1 Remove shares and unpublish in batch

Steps to remove shares or unpublish in batch: 

  1. Consult one of the three tabs: Shared Folders, Shared Documents or Published Documents;
  2. In the tab, select the desired items;
  3. Press " Actions on selection ";
  4. Tap " Unshare elements " or " Unpublish documents ";
  5. Confirm the action. 
    It is possible to remove a share or unpublish individually by clicking on the actions menu of the recording. 

3. Configurations

You will find in this section all the configurations of the system impacting the shares. To learn more about configurations, see "System configurations".

Other tab
ConfigurationDescriptionPossible valuesImpacts
Start and end dates are required for a share.
This configuration forces a start and end date to enter to share a folder or document.
Activated
Requires entering a start and end date to share a folder or document.
Disabled
Does not require a start and end date to share a folder or document.
Show user roles in permitsThis configuration allows when defining the sharing of a record to see the role of each of the users.
Activated
User roles are displayed on the sharing page.
Disabled
User roles are not displayed on the sharing page.

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