Inviting guests to view files

If you want to share a specific file with someone who does not already have a AXIS Case Insight account, without allowing them to search or view other files, you can invite this person as a guest.

1. Open an existing file or Upload a file.
2. If you are a regular user inviting a guest user, do the following:
   1. In the Permissions section, click > Invite guest user .
   2. In the Invite guest user window, enter the email address and name of the person you want to invite, and click Invite.

   

3. If you are a regular user inviting a guest user that has a AXIS Case Insight account, do the following:
   1. In the Permissions section, click > Invite guest user .
   2. In the Invite guest user window, enter the email address and name of the person you want to invite, and click Invite.
   3. Select the users that you require from the list and click Add.
4. If you are a guest user inviting a guest user, do the following:
   1. In the Permissions section, click > Invite guest user .
   2. Type the email address of the guest user that you want to share the file with.
   3. Click Invite.

      

      The person's email address is added to the Permissions section for the file, and an email inviting the user to join AXIS Case Insight is automatically sent.
5. (Optional) Specify an expiration date for the guest user's access to the file.
   The default is Never expires.

   Note: You cannot specify an expiration date for a guest user with Manage permissions.
   1. Under the guest users name, click Modify the expiration date ().
   2. Clear the Never check box and enter an expiration date or use the calendar picker to choose a date.
   3. Click Modify to confirm the changes.
6. (Optional) If required, modify the user's access rights to the file, and then click Save.