Email to Third Party
If you need to share land documents with a person that is NOT at your company you can do so in StackDX. You can share either single or multiple documents via email where the recipient can download the documents. This guide will show you how to share the documents.
The documents shared by this method will be able to be downloaded/viewed by anyone who receives or is forwarded the link, this feature should not be used for sensitive content.
Note: Users require the ‘Land Read’ permissions to share documents with Third Party Users.
Sharing Single Document
Sharing a document to a Third Party email can be performed from both the Land Docs Grid and when viewing the document.
Navigate to Land Files & Land Docs Grid
Navigate to the Land Files Grid by clicking the Land dropdown menu at the top of the page. This will display all the land related modules/options. Then click the Land Files option to view the Land Files Grid.
Then to view the uploaded documents navigate to the Land Docs Grid for a particular land file by clicking the document link in the ‘Related To’ column or enter the land file and go to the ‘Documents’ tab.
Either from the Land Docs Grid or Document View click the dropdown menu
From Land Docs Grid
From Document View
Click Share
From Land Docs Grid
From Document View
Select the Email to a third party option
Sharing Multiple Documents
Sharing a document to a Third Party email can be performed from the Land Docs Grid.
From the Land Docs Grid select the document(s)
Click Share
Select the Email to a third party option
Share Recipients & Other Options
The ‘Share via Internal Email’ dialog will be displayed after selecting your documents to share. Enter the Third Party emails in the Recipient(s) box.
Tip: When entering multiple recipients enter them using commas or semi-colons between the email addresses. Please note that all the recipients will show in the ’To’ field of the sent email.
The Link Expiry Date is set by default to 30 days expiring at 11:59pm on the displayed date. Click to set the date as needed.
A ‘Note’ is required that will be sent in the email along with the documents to the recipients. There is a maximum limit of 4000 characters for the recipient note.
When there are multiple documents selected there will be an option to choose how you would like the documents sorted by in the email. The default is by ascending Document Category (A-Z). The 3 options are:
Sort ascending by File Name (A-Z)
Sort ascending by Document Category (A-Z)
Sort descending by Document Date (Newest-Oldest Date)
Note: If you would like to have the shared document email also sent to yourself, select the Send a copy to <your email> option when sharing.
After adding all the recipients and note click Send Email. An email will be sent to the recipients with an option to Download the document.
See email example below:
Recipient Email
Your email cc’d if Send a copy to <your email> option is selected
Document Download Link Expiry Date
Note
Download links
Note: If there is a new version uploaded for any shared document(s) the recipients will download the current version if accessed.
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