Sharing Resources
ClientCove offers two complementary ways to deliver a resource: an internal direct message to logged-in portal users, and a public share link that works without login. Each has its place.
Two Ways to Share
| Method | Recipient | Auth Required | Best For |
|---|---|---|---|
| Direct message | Specific portal users | Yes | Confidential delivery, in-app conversations |
| Public share link | Anyone with the link | No | External vendors, prospective clients, printable handouts |
Direct Message Sharing
For logged-in users in the same client (or all users if you're an admin):
- Open the resource detail page
- Click the envelope icon in the toolbar
- The compose-message modal opens, prefilled with the resource link
- Pick recipients from the user list
- Add an optional message
- Click Send
Recipients receive a portal notification and (if email is configured) an email. The link in the message points to the in-portal resource view, so they need an active account to open it.
Public Share Links
For external recipients or for content that needs no authentication:
- Open the resource detail page
- Click the Share button (or use the three-dot menu → Share)
- The Share modal opens
- Toggle Share link active to enable the link
- Pick an Expiration (see below)
- Click Save changes
The generated URL has the form:
https://yourportal.com/resource/<slug>/?share=<token>
Copy the URL with the Copy Link button.
Expiration Options
| Option | Link Lifetime |
|---|---|
| Never | No expiration — works until you deactivate it |
| 1 day | 24 hours from save |
| 3 days | 72 hours from save |
| 1 week | 7 days from save |
| 1 month | 30 days from save |
| 1 year | 365 days from save |
Each save resets the expiration window. Expired links show an "access denied" message to anyone who tries them.
For sensitive content, prefer short expirations (1 day or 1 week). You can always re-share with a fresh link if needed.
QR Codes
When a public share link is active, the Share modal also generates a QR code for printable or display use:
- PNG — for documents, slides, packaging
- SVG — for high-resolution print, signage, vector workflows
Both formats are rendered via QuickChart and download with a single click.
Visiting a Share Link
When a recipient opens a share link:
- ClientCove bypasses the login redirect for valid tokens
- The recipient lands on the resource's public view (no edit, no admin chrome)
- Activity log records the visit
- For grouped resources, all per-file downloads are accessible from the public view
If the link has been deactivated or has expired, the recipient sees:
Access Denied — This share link is no longer active.
Deactivating a Link
- Open the Share modal again
- Toggle Share link active off
- Click Save changes
The link stops working immediately. The token is preserved (in case you need to re-enable), so re-activating later resumes with the same URL.
Public share links bypass the Required Purchase paywall. Don't share paywalled content via public link unless you intend the recipient to access it for free.