🔗 Managing shares

Creating a share in Palmr is designed to be a straightforward and user-friendly experience that anyone can master quickly. While the platform offers several methods for share creation, we recommend beginning with the most accessible approach: utilizing the Home Page, particularly through the well-organized Recent Shares section.

Home Page

When you visit the home page, you'll immediately notice the "Recent Shares" section, which serves as your central hub for file sharing. For new users who haven't created any shares yet, this section presents a clean, welcoming interface as follows:

For first-time users, the interface features a prominently positioned "Create Share" button that stands out against the clean background, making it impossible to miss.

Note: One of Palmr's unique features is its flexibility - you don't need to upload files to create a share! This might seem counterintuitive at first, but it's a deliberately designed feature that many users find invaluable for their specific workflows and use cases. This approach allows you to set up the sharing framework first and add content later.

This design philosophy reflects Palmr's user-centric approach: you can establish your share's parameters and settings first, then populate it with files at your convenience. Furthermore, all aspects of your share remain fully editable at any time, providing maximum flexibility.

To initiate the share creation process, locate and click the "Create Share" button positioned centrally within the Recent Shares section. This action will trigger the appearance of a comprehensive Create Share modal window:

Within the modal, you'll find various fields to customize your share. While some fields are optional, they each serve important functions in controlling how your share behaves. Pay particular attention to these three powerful security options - Expiration Date, Max Views, and Password - as they significantly enhance your control over how recipients interact with your shared content:

Password: Adding this extra layer of security ensures that only recipients with the correct password can gain access to your shared content, providing an additional verification step.
Max Views: This feature allows you to set a specific limit on the number of times your share can be accessed. Once this threshold is reached, the share becomes inaccessible unless you, as the creator, choose to adjust or remove the viewing limit.
Expiration Date: By setting this parameter, you can determine precisely how long your share remains accessible. After the specified date passes, the share automatically deactivates, though you retain the ability to extend this deadline if needed.

While the name field isn't mandatory, we strongly encourage users to assign meaningful names to their shares for easier management and organization of multiple shares over time.

After successfully creating a share, the Recent Shares section transforms into an informative table display, presenting comprehensive details through the following columns:

Name
Created At
Expires At
Status
Security
Files
Recipients
Actions

For your convenience, once you've created your first share, a "New Share" button appears in the upper right corner of the Recent Shares section, making it easy to create additional shares.

This conveniently positioned button provides quick access to the Create Share modal whenever you need to create another share.

To maintain a clean and manageable interface, the Recent Shares section displays your last 5 shares by default. When you need to access your complete sharing history, simply click the "View All" button to see your entire collection of shares.

Upon clicking this button, you'll be seamlessly redirected to the comprehensive Shares Management page.

For quick access to your complete share collection, you can also reach the Shares Management page by clicking the conveniently placed "My Shares" card on the home page.

📊 Shares Management Page

The Shares Management page functions similarly to the Uploads Management page but offers expanded capabilities. Here, you'll find a complete overview where you can add, remove, edit, and view all created shares without being restricted to the five-share limit of the Recent Shares section.

Each share has an Actions column with the following options:

The Edit button provides access to a comprehensive interface where you can modify and update all share details as needed.

📁 Manage Files

Through the Manage Files button, you gain complete control over the content of your share, with the ability to both add new files and remove existing ones.

👥 Manage Recipients

The Manage Recipients button opens an interface where you can maintain your recipient list, adding or removing access as needed.

Note: For email notifications to function properly, please ensure that your system's SMTP settings are correctly configured and active.

The View Details option provides a comprehensive overview of all aspects and settings associated with your share.

The Generate Link feature allows you to create a customizable sharing link for easy distribution of your content.

After generation, the system presents you with the link for immediate viewing and copying.

A convenient dropdown menu provides options to either edit the generated link's settings or copy it to your clipboard.

When recipients access your generated link, they'll be able to both view and download the shared files according to the permissions you've set.

Clicking the

Delete

button allows you to permanently remove any share that's no longer needed.

📝 Summary

Palmr's share creation system exemplifies intuitive design and flexible functionality. The platform offers comprehensive features including file-free share creation, customizable share settings, recipient management, and secure link generation. The dedicated Shares Management page serves as your command center, providing complete oversight and control of your entire sharing ecosystem.

Deprecated version documentation

Home Page

📊 Shares Management Page

📁 Manage Files

👥 Manage Recipients

📝 Summary

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