How to Store and Share Files Securely With Clients in Truedoit

Learn how to upload, organize, and securely share project files with clients using Truedoit. You can create shareable links, set expiration dates, protect files with passwords, control previews and downloads, and revoke access when needed.

Truedoit Files helps freelancers and teams store project files and share them with clients through secure links.
You can upload files, organize them into folders, preview files, download files, and create shareable links with access controls.

With Truedoit, you can:

Step 1: Open Files
Go to Files from the Truedoit dashboard.
Step 2: Select Your File
Find the file you want to share with your client.
Click the three-dot menu next to the file.
Step 3: Select Share
Choose Share from the menu.
The Share File window will open.
Step 4: Configure Link Settings
Before generating the link, configure the available sharing options.

Expiration

• 7 days
• 30 days
• Never

Password Protection
Add an optional password if you want to restrict access to the shared file.
Allow Preview
Enable this option if you want the client to view the file online.
Allow Download
Enable this option if you want the client to download the file.
Step 5: Generate the Link
Click Generate Link.
Truedoit will create a unique sharing link that you can send to your client.

How Clients Access a Shared File
When your client opens the shared link, they can access the file according to the permissions you selected.
Depending on your settings, the client may be able to:

If password protection is enabled, the client must enter the correct password before accessing the file.

After generating a sharing link, you can view important link details such as:

• Link status
• Expiration date
• Password status
• Preview availability
• Download availability

This helps you keep track of how the file is being shared.

You can stop access to a shared file by revoking its sharing link.

Steps:

1. Open Files.
2. Find the shared file.
3. Select Revoke Icon.
4. Confirm the action.

Once the link is revoked, the shared link will no longer provide access to the file.

For files containing sensitive project information, you can add a password to the sharing link.

When password protection is enabled:

1. The client opens the shared link.
2. The client sees the protected file screen.
3. The client enters the password.
4. After successful access, the client can use the file according to the enabled permissions.

Preview and Download Controls
Truedoit allows you to control how clients interact with shared files.
Allow Preview
When enabled, clients can view supported files online without downloading them.
Allow Download
When enabled, clients can download the shared file.
You can configure these options according to how you want to deliver the project file.

Common Use Cases

Truedoit File Sharing can be useful for:

Frequently Asked Questions

Q. Can I share a file with a client using Truedoit?
A. Yes. You can generate a shareable link for a file and send the link directly to your client.

Q. Can I password-protect a shared file?
A. Yes. You can optionally add a password when creating the sharing link.

Q. Can I set an expiration date for a file link?
A. Yes. You can choose an available expiration period such as 7 days, 30 days, or never.

Q. Can I disable file downloads?
A. Yes, you can control whether downloading is allowed when creating the sharing link.

Q. Can I stop access after sharing a file?
A. Yes. Use Revoke Link to disable an active sharing link.

Q. Can clients preview files online?
A. Yes, when the Allow Preview option is enabled and the file supports online preview.