HCP Anywhere User Help
By default, when you attach a file to an email, the HCP Anywhere Outlook Add-in automatically converts the file to a link.
If you've configured the add-in to not do this automatically, you can manually convert attachments to links.
For information on configuring attachment conversion settings, see Configuring the Outlook Add-in.
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Note: You can convert attachments to links only if your HCP Anywhere system lets you share links to your files. |
For each link, you can specify:
•The number of days that the link will remain active.
Once a link is created, you can extend the expiration date of the link at any time. For more information, see Changing link expiration.
•How you want the link to be shared:
oInternally - Internal links are only accessible by people in your company or with a HCP Anywhere account. A user has to enter a username and password to access the file or folder you shared.
oPublicly - Public links are accessible by anyone. A user does not need to provide any login credentials to access the file or folder you shared.
Your HCP Anywhere system may not allow links to be shared publicly.
•Whether to secure the link with an access code. If so, the system generates a code for the link that you need to give to the people you are sharing with.
Once you create a link, you can set or change the access code at any time. For information, see Setting an access code.
•If you are sharing a link to a folder, you can also set the type of access a user has to the folder. A link to a folder can be set with one or both of the following access permissions:
oRead access - When a user receives a link with read access, they can view and download the files inside the folder you shared.
oUpload access - When a user receives a link with upload access, they can upload files into the folder you shared.
Your HCP Anywhere system may not allow links to be created with both read and upload access.
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Note: You can also share links to your backup files and folders. Links to backup folders are read access only. Users cannot upload anything into a backup folder. For more information on backing up your files and folders, see Backing up files and folders from your computer. |
HCP Anywhere does not limit the total number of links that you can create, including creating multiple links (with different settings, such as varying access permissions and expiration dates) to the same file or folder.
You can change the settings of any of your links on the Collaboration page in the User Portal. For information, see Link sharing.
To convert an attachment to an HCP Anywhere link:
1.In Microsoft Outlook, open a new email message.
2.Add attachments to the email.
3.In the email message window, click on the Convert attachments to links button in the HCP Anywhere panel and select a file.
The Create Link to Attachment window appears.
4.Optionally, to configure settings for the links:
oSelect how you want to share the file or folder:
–Internally or Publicly
oIf you are sharing a link to a folder, select the type of access a user has to the folder:
–Read access
–Upload access
–Read & Upload
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Note: Your HCP Anywhere system may not allow links to be shared publicly, or with both read and upload access. |
oTo require an access code for the link, select Use access code.
oIn the Days to share field, type the number of days for the link to remain active.
5.If you want to reuse the settings you selected for other links in this email, select Use these settings for all links in this email.
6.Select a location in your HCP Anywhere account to store the file you're sharing.
7.Click on the OK button.
In the email message, the attachment is replaced with a link.
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