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Share your Aletiq documents securely with external partners

You can now securely share your Aletiq documents with external parties (customers, partners, suppliers, etc.).

Pierre-Marie POCH avatar
Written by Pierre-Marie POCH
Updated this week

🎯 This feature is available on your Aletiq web app. Contact your Customer Success representative to activate it and learn more.

Share one or several documents externally

📄 From a document’s detail panel

Want to share a document externally? Nothing could be simpler 👇

💡 The recipient receives an email with a secure link giving them access to all documents shared with them in one place.

📁 From the Documents page

Need to share several files at once? That’s possible too! 🚀

💡 Here too, each recipient receives an email with a secure link giving access to the new documents as well as those shared previously.

🧭 Understanding a shared document’s revision

On the external portal, only PDFs of revisions approved in Aletiq are accessible: neither source files nor drafts are shared.

💡 Check that the approved revision contains a PDF that can be viewed on Aletiq: if not, sharing will fail (‘External sharing problem’) and the document will remain inaccessible.

⚙️ Managing external document sharing

📂 Manage your shared documents

From the External Sharing module in Administration, you can view all your shared documents, with the following information for each file:

🕒 The date it was shared

📑 The document ID and revision number

👤 The recipient(s)

If the share is no longer needed or needs to be modified, you can revoke the link with a single click: the recipient will immediately lose access to the document.

💡 This allows you to maintain complete control over your external sharing and your partners' access.

🕓 View the sharing history

Want to check what has already been shared? 👇

The history provides a comprehensive overview including: the date of sharing, the documents concerned, the external recipient's email address and the current status of each shared file.

💡 From the control centre, you can now search and filter shared documents and view sharing logs for clear and accurate tracking of your exchanges.

Note: Filters applied in the external sharing space are now retained for each user session, so there’s no need to reapply them at each login.

For external partners

When a document is shared, the recipient receives an email with a link to the shared documents portal. Each time they log in, they enter their email address and receive a one-time password (OTP), ensuring that only the correct email address can access the portal and guaranteeing secure access for each session.

(Example)

Latest improvements:

  • Your external partners can now quickly search, filter, and access shared documents, with an instant preview of the latest files.

In short: No Aletiq account to create, no installation required — guests can instantly access the authorised files, hassle-free.

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