Share a file with someone
1
Open Share on the file
From the file’s row actions in Library, choose Share. The dialog is titled Share this file and explains the choice: invite a viewer to the latest file, or pin the share to one version.
2
Enter the person's address
Type it under Share with, in the field that shows a placeholder address such as
name@company.com.3
Choose the role
Pick Viewer or Editor.
4
Choose which version they see
Always latest makes the share follow every restored version. Pin version freezes the share on the version you are looking at now, so the other person keeps seeing exactly what you showed them.
5
Send
Choose Send. Library confirms with File shared and tells you whether the viewer follows the latest version or is pinned to one.
What a Viewer and an Editor can do
Editor grants renaming and nothing more today. There is no further write policy on a shared Library file yet, so do not count on an Editor being able to change a file’s contents.
Manage or revoke access
Reopen Share on the file. People with access lists everyone you invited. Change someone’s role with the role control on their row, or choose Revoke to end their access. When nobody else holds a grant, the dialog says so: nothing is shared, and ownership stays with you.Copy link
Copy link copies a link back to the file in your Library. It is not a public link. Whoever opens it still has to be signed in and still has to hold a grant on the file. There is no public token and no “anyone with the link” mode anywhere in Library, so a link that leaks does not expose the file.Connect a cloud drive
A connected drive lets you browse and attach without re-uploading, and Chat cites the original item rather than a copy.1
Find Cloud drives in Library
The Cloud drives section lists the drives this deployment supports.
2
Choose Connect
Sign in to the drive with your own account. Cortex shows a Connecting a drive screen while it finishes, then Connected.
3
Browse it
The drive appears in the panel. Use Search this drive to find an item.
Attach a drive item to a chat
The composer’s attach menu lists, in this order, Attach file, Image and Check origin, then From your Library and a CLOUD DRIVES block.- Open the attach menu and choose the drive under CLOUD DRIVES.
- Browse or use Search this drive.
- Pick the item. It attaches without a second upload, and the answer cites the original back to the drive it came from.
When drives are not available
A deployment with no drives configured simply shows no Connect control, and there is nothing to do about that from the app. A guest always sees drives as unavailable, for the same reason a guest cannot hold a grant. If neither applies and a drive still will not connect, disconnect it and connect again; nothing in your Library is changed by a failed connection.Related
- Library - the file store, versions, storage and row actions
- Attachments - what happens to a file on a single turn
- Projects - adding a file as a project source
- Sharing and teams - what else is per account today
- Connectors - connected apps, which are a different surface