How to Share an Export via Email

Overview

In addition to downloading an export or copying it to your database, you can generate a secure share link to quickly send documents to external recipients. Share PDFs with experts, productions with opposing counsel, or highlighted documents with partners for deposition preparation.

The video below provides a visual walkthrough of the export sharing process. Written steps and additional details are outlined further below.

Note: This video walkthrough does not include audio. 

Sharing the export

From the DATA tab, click Exports to access the Export Status screen. Locate the export you would like to share, click the three-dot menu to the right of the export, and select Share Link.

On the next screen, complete the recipient details and add any notes you would like to include for the recipient.

1. If you have previously shared exports from this database, you may select one or more saved recipients by checking Select saved recipients who should receive this export link.
2. To share with a new recipient, enter their details manually. To add multiple recipients, click Add New Recipient and complete the required fields.
   • To reduce the risk of accidental delivery, we recommend manually retyping the recipient’s email address in the Confirm Email field rather than copying and pasting it.
3. Set an Expiration Time for recipient access. Available options are 5, 7, 14, or 30 days.

When finished, click Share. A confirmation dialog will appear to verify that you are sending the correct export to the intended recipients. Click Share this export to proceed.

What the Recipient Sees

The recipient will receive an email notifying them that a file has been shared. The email includes the export title, a secure access notice, an acceptance link, and the date on which access will expire.

When the recipient clicks Accept, the following occurs:

1. The recipient is directed to a secure landing page containing download links for the export, including any associated load files or volumes.
2. A separate email containing a security code is sent to the recipient’s email address.

This two-step authentication process prevents unauthorized access if the original email is forwarded. The recipient must confirm their name, email address, and security code before the download links become active.

After the required information is submitted, the links become active and the export can be downloaded.