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Share a review with external guests
A share link lets people outside your project open a review in their browser, without a Revis account. Each review has one share link. You create it in the Share dialog, and revis.io can email it to your guests for you.
Before you start
- Who: project members who can edit the review (Owner, Admin, Member, Project Admin, or Contributor). Reviewers and Viewers don't see Share.
- Where: the web app, or the desktop app for a review stored in revis.io's cloud.
- You need: a review, and an organization that allows external link sharing. If you can edit the review but there's no Share button, or no Guests choice under Access in the dialog, an admin has turned off External Link Sharing.
Create the link
- Open the review in the player and select Share (the share icon at the top right; in the desktop app, in the player's toolbar).
- Under Access, choose Guests.
- Review Guest Access and Permissions. The defaults let guests comment, draw, and change an item's status without confirming their email. Guests can't download.
- To email the link, enter your guests' addresses under Notify, separated by commas, and add a Personal message (optional).
- Select Create Link. revis.io copies the link to your clipboard and shows "Share link created".
- Send the link to anyone you didn't add under Notify.
On the Reviews page, the review's three-dot menu has Share too. In the desktop app, the confirmation says "Share link saved".
Under Options, you can also set an expiry date or a password; see Protect, track or stop a share link. If your organization requires a password, revis.io fills one in: select Copy password next to it and keep the password before you select Create Link, which replaces your clipboard with the link.
For what each option does, see Choose how guests sign in and what they can do. Anyone with the link can open the review, so send it only to people you trust with the media.
Email your guests
Each address under Notify gets an email with an Open review button. The email also says when the link expires and whether it needs a password, but never includes the password: send that separately.
- You can notify up to 20 people at a time. To email more, open Share again, enter their addresses under Notify, and select Update Link.
- The confirmation says how many people revis.io emailed. Anyone it couldn't email, for example an address that opted out, is listed under "Some people weren't emailed".
- A personal message can't contain links or web addresses. If it does, revis.io doesn't create or update the link and shows "Personal messages can't contain links or web addresses."
- If your organization is new, or doesn't have an active paid subscription, the email leaves out your message and the review's name.
Copy the link again
Open Share and select Copy Review Link. revis.io shows "Link copied to clipboard".
WARNING
In the web app, Copy Review Link on a review that has no link yet creates a view-only link: guests can watch, but can't comment, draw, change a status, or download. Copy link in the review's menu on the Reviews page does the same. To let guests take part, use Create Link instead.