> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cystack.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup & Document Sharing Review

> For Administrators and Approvers

<Card>
  **Who is this document for?**

  * **Administrator:** Configure the document sharing via link feature for the entire workspace.
  * **Approver:** Review sharing requests and manage document access permissions.
</Card>

***

## Feature Setup (Administrator)

This operation only needs to be performed once before deploying to employees.

### Step 1: Block unmanaged file transfers

To ensure data is only shared via the system link, Administrators need to enable the file transfer blocking feature.

Go to: **Device Management** → **Data Protection** → **File Transfer Blocking** → Toggle on <code>Block file transfer</code>.

<img src="https://mintcdn.com/cystack/BmG_RF_IkqhhMHzF/images/endpoint/block-upload-toggle.png?fit=max&auto=format&n=BmG_RF_IkqhhMHzF&q=85&s=1d63ec9fb72b818c4aee8957bf408135" alt="enable-file-transfer-blocking" width="1550" height="305" data-path="images/endpoint/block-upload-toggle.png" />

***

### Step 2: Configure Sharing Management Mode

Administrators choose one of two control mechanisms:

1. **Free Mode:** Employees actively create links. Administrators perform post-audit via **Logs** (tracking identity, time, and number of visits).
2. **Approval Mode:** Links only become effective after the employee's request is approved by an Approver.

**How to enable Approval Mode:**

<Steps>
  <Step title="Go to Device Management → Data Protection → File Sharing via Link → Settings." />

  <Step title="Toggle on Approval Mode.">
    <img src="https://mintcdn.com/cystack/hMW_St-v8LVFmyqH/images/endpoint/share-link-approval-toggle.png?fit=max&auto=format&n=hMW_St-v8LVFmyqH&q=85&s=8cd6a337c9e1fc6e936068411702c83b" alt="enable-approval-mode-toggle" width="3326" height="760" data-path="images/endpoint/share-link-approval-toggle.png" />
  </Step>

  <Step title="Click Add to designate Approvers to the list.">
    <img src="https://mintcdn.com/cystack/hMW_St-v8LVFmyqH/images/endpoint/share-link-add-approver.png?fit=max&auto=format&n=hMW_St-v8LVFmyqH&q=85&s=2226e9b2ccef58ceb29f2854b33b8f15" alt="add-approver-to-list" width="3240" height="1198" data-path="images/endpoint/share-link-add-approver.png" />
  </Step>

  <Step title="Select members from the Workspace, assign permissions by device or department, then click Add.">
    <img src="https://mintcdn.com/cystack/hMW_St-v8LVFmyqH/images/endpoint/share-link-approver-popup.png?fit=max&auto=format&n=hMW_St-v8LVFmyqH&q=85&s=7897a28d3609746cf10e03978aec6b63" alt="select-approver-popup" width="1098" height="738" data-path="images/endpoint/share-link-approver-popup.png" />
  </Step>
</Steps>

***

## Request Review (Approver)

> Applicable when the Administrator has enabled **Approval Mode**.

### Step 1: Create a Security Key (first-time setup)

The **Security Key** is a unique password for each account, used to decrypt document content when Previewing or downloading files directly from the system. Only the key owner can view the content - no other account in the same workspace can view it on their behalf.

<Note>
  The Security Key is linked to the user account and does not change across Workspaces.
</Note>

When first accessing **Device Management** → **Data Protection** → **File Sharing via Link**, the system will automatically display a popup requesting key creation.

<Steps>
  <Step title="Enter your desired Security Key." />

  <Step title="Re-enter to confirm the key." />

  <Step title="Click Confirm to complete." />
</Steps>

<img src="https://mintcdn.com/cystack/Tf8ykaddSqIVGQ1i/images/endpoint/sharelink-create-key-en.png?fit=max&auto=format&n=Tf8ykaddSqIVGQ1i&q=85&s=ce4351be9b018ad07afc76b0cbe8b576" alt="initialize-security-key" width="1919" height="959" data-path="images/endpoint/sharelink-create-key-en.png" />

<Warning>
  Remember your Security Key. If you close the popup without creating a key, you will not be able to access the File Sharing via Link screen until the key is created.
</Warning>

***

### Step 2: Receive notifications and view pending requests

When an employee creates a sharing request, the Approver will receive an Email notification.

<Steps>
  <Step title="Open the notification Email and click View Request.">
    <img src="https://mintcdn.com/cystack/BmG_RF_IkqhhMHzF/images/endpoint/share-link-email.png?fit=max&auto=format&n=BmG_RF_IkqhhMHzF&q=85&s=33ef2585153cc991245d56e31c0e9319" alt="approval-notification-email" width="1932" height="1128" data-path="images/endpoint/share-link-email.png" />
  </Step>

  <Step title="Or go directly to: Device Management → Data Protection → File Sharing via Link → Link Requests tab." />
</Steps>

***

### Step 3: Preview the document before approving

Before granting permission, Approvers should preview the document content to ensure no sensitive information is being shared externally.

<Steps>
  <Step title="In the request list, click the eye icon (👁) corresponding to the file to be reviewed.">
    <img src="https://mintcdn.com/cystack/Tf8ykaddSqIVGQ1i/images/endpoint/sharelink-preview-icon-en.png?fit=max&auto=format&n=Tf8ykaddSqIVGQ1i&q=85&s=1bfa1537b22d35f98fecb88807f09056" alt="file-preview-icon" width="1919" height="959" data-path="images/endpoint/sharelink-preview-icon-en.png" />
  </Step>

  <Step title="Enter the Security Key and click Confirm (only required once per session).">
    <img src="https://mintcdn.com/cystack/Tf8ykaddSqIVGQ1i/images/endpoint/sharelink-enter-key-en.png?fit=max&auto=format&n=Tf8ykaddSqIVGQ1i&q=85&s=c76e684a3305cb7978bf5a002fdc2c21" alt="enter-security-key-popup" width="584" height="320" data-path="images/endpoint/sharelink-enter-key-en.png" />
  </Step>

  <Step title="File content is displayed directly on screen. Click Download if you need to save it to your computer.">
    <img src="https://mintcdn.com/cystack/Tf8ykaddSqIVGQ1i/images/endpoint/sharelink-preview-en.png?fit=max&auto=format&n=Tf8ykaddSqIVGQ1i&q=85&s=e829d34cdf9faa170e868207ce51c4d0" alt="file-preview-interface" width="679" height="707" data-path="images/endpoint/sharelink-preview-en.png" />
  </Step>
</Steps>

<Note>
  The Security Key only needs to be entered once per session. After that, you can Preview other files without re-entering the key.
</Note>

**Supported Preview Formats:**

| Type          | Formats                                                        |
| ------------- | -------------------------------------------------------------- |
| Text / Code   | txt, md, json, csv, log, xml, yaml, yml, js, ts, css, html, go |
| Images        | png, jpg, jpeg, gif, webp, svg                                 |
| Documents     | pdf                                                            |
| Audio / Video | mp3, wav, ogg, mp4, webm                                       |

***

### Step 4: Approve or Reject the request

<Steps>
  <Step title="In the pending request list, click ⋮ corresponding to the file." />

  <Step title="Select Allow to grant link creation permission, or Reject (with a reason if necessary)." />
</Steps>

Once approved, the employee will receive an Email notification and the document link will automatically appear on their computer screen.

***

### Managing links after approval

Approvers can adjust access permissions or revoke links at any time in the **Created Links** tab.

**Update Viewers:**

<Steps>
  <Step title="Click ⋮ corresponding to the link → select Update.">
    <img src="https://mintcdn.com/cystack/hMW_St-v8LVFmyqH/images/endpoint/share-link-update-viewer.png?fit=max&auto=format&n=hMW_St-v8LVFmyqH&q=85&s=7ac708a48dfc4968bbf811922d6f01a0" alt="update-viewer-button" width="3264" height="1174" data-path="images/endpoint/share-link-update-viewer.png" />
  </Step>

  <Step title="Update the list of authorized Emails or switch to public mode (Anyone).">
    <img src="https://mintcdn.com/cystack/hMW_St-v8LVFmyqH/images/endpoint/share-link-update-viewer-popup.png?fit=max&auto=format&n=hMW_St-v8LVFmyqH&q=85&s=3603f6895837c049294a9960bf72080c" alt="update-viewer-email-popup" width="2188" height="616" data-path="images/endpoint/share-link-update-viewer-popup.png" />
  </Step>
</Steps>

**Stop Sharing:**

<Steps>
  <Step title="Click ⋮ corresponding to the link → select Stop Sharing → Confirm.">
    <img src="https://mintcdn.com/cystack/hMW_St-v8LVFmyqH/images/endpoint/share-link-stop-share.png?fit=max&auto=format&n=hMW_St-v8LVFmyqH&q=85&s=3063c260fdcdf2181c26b4c1c1af0dc9" alt="stop-sharing-link-button" width="3264" height="1174" data-path="images/endpoint/share-link-stop-share.png" />
  </Step>

  <Step title="Recipients will see a No Document message when accessing a revoked link.">
    <img src="https://mintcdn.com/cystack/BmG_RF_IkqhhMHzF/images/endpoint/share-link-expired-link.png?fit=max&auto=format&n=BmG_RF_IkqhhMHzF&q=85&s=7718450980a7ed4f928a808847552b70" alt="revoked-link-notification" width="969" height="548" data-path="images/endpoint/share-link-expired-link.png" />
  </Step>
</Steps>

<Warning>
  If a device is **Removed** from the Workspace, all associated sharing links will be permanently deleted.
</Warning>

***

## Security Key Management

### Change Security Key

Go to: **Account Settings** → **Security** → **Security Key for Device Management** → Click <code>Change Security Key</code>.

<img src="https://mintcdn.com/cystack/Tf8ykaddSqIVGQ1i/images/endpoint/sharelink-change-key-en.png?fit=max&auto=format&n=Tf8ykaddSqIVGQ1i&q=85&s=9423971f23138fa7723baf43a3132abf" alt="change-security-key-interface" width="1919" height="959" data-path="images/endpoint/sharelink-change-key-en.png" />

<Warning>
  After changing the key, you cannot Preview or download from Preview for documents created before the change.
</Warning>

***

### Forgot Security Key

You can reset the key via OTP verification sent to your Email.

<Steps>
  <Step title="In the key entry Popup, select Forgot Security Key.">
    <img src="https://mintcdn.com/cystack/Tf8ykaddSqIVGQ1i/images/endpoint/sharelink-forgot-key-button-en.png?fit=max&auto=format&n=Tf8ykaddSqIVGQ1i&q=85&s=916f7dfba8fe502479c6aec0de9282a8" alt="forgot-security-key-button" width="584" height="320" data-path="images/endpoint/sharelink-forgot-key-button-en.png" />
  </Step>

  <Step title="Confirm the warning and click Send OTP.">
    <img src="https://mintcdn.com/cystack/Tf8ykaddSqIVGQ1i/images/endpoint/sharelink-forgot-key-en.png?fit=max&auto=format&n=Tf8ykaddSqIVGQ1i&q=85&s=c3f5db8d2902f44af4a313c38db47508" alt="confirm-key-reset-popup" width="582" height="280" data-path="images/endpoint/sharelink-forgot-key-en.png" />
  </Step>

  <Step title="Enter the OTP from your Email, then set up a new Security Key.">
    <img src="https://mintcdn.com/cystack/Tf8ykaddSqIVGQ1i/images/endpoint/sharelink-forgot-key-restore-en.png?fit=max&auto=format&n=Tf8ykaddSqIVGQ1i&q=85&s=e42a62d8031d76e8dee63c9357c6c344" alt="set-new-security-key-otp" width="582" height="520" data-path="images/endpoint/sharelink-forgot-key-restore-en.png" />
  </Step>
</Steps>

<Warning>
  Resetting the key via OTP will also result in the loss of Preview and download capability for documents shared before the reset.
</Warning>
