Having a Presentation expire is beneficial when you would like to restrict the amount of time a recipient has to view the presentation you send. When you expire a Presentation, you can modify that presentation and reopen it for the recipient to view once more without sending them another email or link. There are a few ways to expire a shared presentation once it is sent out. Additionally, you can also modify the expiration date that was originally set.
Expire a presentation from a specific project
- Go to Projects > Reports.
- Click the 'Projects' tab.
- Click on the name of the project you wish to see.
- Once you select the name of the project, you have the option to expire the Presentation by the recipient or by the name of the presentation folder/file by clicking the 'All Recipients' or 'All Presentations' tab.
- Click 'Expire all' on the far right to expire all presentations or, click into the recipient or project file to expire a specific Presentation.
Expire a Presentation from an Invite Token
- Go to Projects > Reports.
- Click the 'Invites' tab.
- Search for the presentation sent via the Invite token in the search bar and click 'Expire' or,
- Click into the Invite Token to the details page and click the 'Expire' button.
Expire Presentations by who is managing the project (admin only)
- Go to Projects > Reports.
- Click the 'Managers' tab.
- Select the name of the project manager to see all of their projects.
- Select the name of the project from which the presentation was sent.
- Once you select the name of the project, you have the option to expire the presentation by the recipient or by the name of the presentation folder/file by clicking the 'All Recipients' or 'All Presentations' tab.
- Click 'Expire All' on the far right to expire all Presentations or, click into the recipient or project file to expire a specific presentation.
Re-opening Expired Presentations
You now have the ability to re-open expired Presentations or changing the expiration date on an existing Presentation, here is how to do so:
Reopen a presentation
- Navigate to Projects > Reports.
- Search for the expired presentation by navigating through the tabs in the steps above or using the search bar.
- Click the 'Reopen' button in the far right.
- Click 'Yes, I want to reopen access'.
Change a presentation's expiration date
To change the expiration date, you need to first expire the presentation, then reopen it to make changes.
- Navigate to Reports and find the desired Presentation.
- Click the 'Expire' button in the far right.
- Click the 'Reopen' button once the Presentation has expired in the far right.
- Check the 'Expire: Never' box and change the date of expiration.
Comments
0 comments
Please sign in to leave a comment.