Configure global sharing settings

As a Showpad administrator, you can manage the lifecycle and visibility of shared content to ensure security, compliance, and professional delivery. These settings allow you to enforce expiration of access to shared content and control the visibility of document annotations to external recipients.

See how it looks

Key features

• Enforce mandatory expiration timeframe for email and link Shares
• Hide internal annotations from external prospects and participants
• Maintain compliance with regulated industry requirements
• Automate the cleanup of outdated shared content

You need this to succeed

The quick way

1. Click the gear icon to open Admin Settings.
2. Select Sharing from the left menu.
3. Toggle Hide annotations on shared content.
4. Toggle Auto-expire Shares and select a timeframe.

Do this step by step

You can configure global sharing rules that apply to all new content shared by your sellers via email, links, or Shared Spaces.

1. Click the gear icon to open Admin Settings.
2. Select Sharing from the left side menu.
3. Configure the options to fit your organization's needs:

Hide annotations on shared content

To prevent internal annotations from being visible to prospects, enable the Hide annotations on shared content toggle. When enabled, external recipients of email and link Shares, as well as all participants in Shared Spaces, won't see document annotations. Internal Showpad users can still view, add, and edit annotations within their personal Collections and My Files.

Auto-expire Shares

To ensure shared information is not accessible indefinitely, enable the Auto-expire Shares toggle. This setting applies to all new content shared via email or link. Shares sent before this setting is enabled are not affected. Sellers can choose a shorter expiration limit when sharing, but they cannot extend it beyond the timeframe you define.

1. To set the expiry period, click Auto-expire Shares to expand the section.
2. Select a timeframe from the Auto-expire Shares after drop-down: 1 week, 1 month, 6 months, or Custom (up to 1825 days).
3. Click Save.