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Package Sharing: Sharing Overview, Package Types, and How to Share Your Files in CORE
Package Sharing: Sharing Overview, Package Types, and How to Share Your Files in CORE
Updated over a week ago

This article will break down how to share packages with other users in CORE.


Share Files and Packages From Wherever You're Working in CORE

The Share Icon (below) can be used from multiple locations in CORE for sharing a package.

File Search

Share an Asset Group

In File Search, you will find the the icon to the right of the Asset Group name. This will share all the assets in the selected asset group.

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Share Multiple Assets Across Groups

To select individual assets or choose from various asset groups, click the checkbox for each asset you want to share, then click on the icon at the top right of the page to share your assets.

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Asset and Package Viewer

Share an Asset Group or Entire Package

In the Asset viewer, you can find the share icon to the right on the top bar. This is the same icon and location to reshare a package from within an existing package.

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Asset Player

Share a File / Asset

In the Asset player, you can find the share icon in the top bar, to the right of the filename.

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Package Inbox

Share a Package or Multiple Packages

From your Inbox, click the checkbox next to an item or multiple items. Once checked, the share icon will appear in the top right of the Package Inbox.

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Package Panel

Once you've created a package in the package panel, you can share directly from the Package Panel.

Go to Creating and Modifying Packages, to modify the assets in your Package Share.


Sharing Your Package

Once you select Share, the Share panel will open.

NOTE: There are not yet "Drafts" in the Share panel, so be ready to share your package when you hit the Share icon. If you are waiting for files or plan to modify your package files prior to sharing it, see Creating and Modifying Packages.

Select image to zoom.

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1. Select the Package Type

Next, select the type of package to be shared. Each type of package fulfills a slightly different purpose.

The Package type option can be viewed in two different ways depending upon the view mode selected.

  1. If the list view is selected, then the package type will be displayed in a list form below.

    Screenshot_2022-07-22_at_5.05.36_PM.png

  2. If the tiled view is selected, then package type options will be shown below.

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Standard Package

The Standard Package opens to a view of all files in the package with the comment panel enabled. Everyone on the share can collaborate and comment with each other in this panel.

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Autoplay

This package launches the recipient directly into the player with the first file open. Only the sender can see who is included in the share.

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Approval Package

Thumbs Up / Thumbs Down

This package opens to a view of all files, with the approval panel enabled. Everyone on the share is visible, but each person can only see approvals based on their role and setting done for them before sharing a package

Customizable Statuses (For select CORE version only)

On Status Approval packages, the sender can choose the status type as per need. The recipient will see status options to choose from on each file and can take action accordingly.

To choose the approval type, first select the Approval package type. Then choose the status type in the dropdown menu.

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  • Thumbs Up/Down : Recipient accepts or rejects the package with Thumbs Up/Down option

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  • Statuses: A single recipient decision maker selects from one of the status tag options. Example shown below.

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Sync Review or Review Mode (site dependent)

This package enables a real-time, hosted review. Recipients cannot see or access the files except when guided by the host (sender). Recipients can open it only with an HTML5 player. Recipients of a Sync Review package will have a designated time/day to Review the assets with the host. Recipients will be guided through the Review of the assets as controlled by the host. They will be able to make real-time ‘drawing’ annotations on the assets while being reviewed.

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In case this package type is selected there is no option available to do any settings or to set the download options for recipients.

Direct Download

It's the easiest way to share files when you know recipients only need to download the files, rather than take action in CORE.

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2. Add Your Recipients and Message

Start typing a name or email address to prompt user list and user suggestions from CORE.

  • Select the names or hit enter/return to add the user or user list.

  • If the user is not in CORE and you have permission to add them in a package share, enter their email address. For more details go to Create new user via package share.

Either add your message now or after you've made your Settings and Download selections.


3. Choose Your Package Settings

When you select a package type, your settings and downloads will auto-default to selections appropriate for that package. They are summarized at the bottom on the Share Panel below your message, and can be overridden by selecting Edit next to the summary or by choosing the Settings tab.

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Notifications:

  • Notify on Open - If this is set to ON , then the sender will get an email notification if the receiver opens a package.

  • Send emails - If this is set to ON, then the receiver gets a mail notification whenever a package has been shared.

Permissions:

  • Allow Forwarding - If this is ON, the recipients of the package will be able to forward or ‘reshare’ the package with other users within the system to that they have access to share with.

  • Modify Package - If this is ON, the recipients of the package will be able to add or remove additional files from it.

Playback

  • Review Mode - If this is set to ON, playback will default to review mode when shared. For more information about review, mode click here: CORE Sync review

  • Autoplay - If this is set to ON then files will sequentially autoplay as soon as the user opens the package

  • Group View - If this is set to ON, when the user opens the package, a group view of the assets will be displayed for playback.

    Note: This is not applicable for Package share type Direct download

Restrictions on Package

  • Hide Users option - when turned ON, will hide users from each other on the package, users will not have the option to see other recipients on the package share.

  • Disable Comments - when turned ON, users will not have the option to comment on the package share.

  • Limit the number of Views -Click in the box and type the number of views you would like to restrict the recipient to.

  • Limit the number of Downloads - Click in the box and type the number of Downloads you’d like to restrict the recipient to (if the download is available to them).

Start Date and Time

Choose a Start Date and Start Time for a Package to be available to the recipient.

End Date and Time

Choose an End Date and End Time for a Package not to be available to the recipient.

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Time Zone Differences on Start and End Dates

The time you choose is reflective of the Start Time/End Time in your timezone. When a user receives their package, the Time will be converted to the recipient’s own timezone.

For example:

  • If your browser is set to PDT (Pacific Daylight Time), and you set the Start Time to be 12:00AM, then the Start Time for someone in the UK will be 7:00AM BST (British Summer Time).

  • That user won’t see 12:00AM. They will see 7:00AM as their Start Time.

  • Furthermore, if you’re sending a package to 10 people all in different timezones the system will automatically reflect the time zone of each recipient based on their browser’s time zone or the time zone they are located in.

NOTE: This setting is not available on Sync Review packages. 

4. Choose Package Download Settings

The Download options will also default to certain settings by package type. You can adjust those by selecting Edit in the summary, or by choosing the Download tab.

Certain download selections expand and have additional options, which are outlined below.

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NOTE: The user who uploaded the file(s) is considered the owner of the file(s) and can share them with any download permissions that they choose.

Recipient Settings

This is the default option if the package type is selected as Standard. Each recipient will be able to download according to the permissions assigned to their User Role and set up by the Site Admin. For instance, some users may be viewed only and not be able to download at all, and others may be able to download with their watermark or download source files.

This setting is not available in case the package type is selected as 'Direct Download' and 'Review Mode'

View Only

All recipients will only be able to view the contents of the package, and will not be able to download them, regardless of their assigned permissions. It is set to default for package type Autoplay and Approvals.

The Recipient and View-only settings are not applicable where share package type is selected as 'Direct Download' and 'Review Mode' / 'Sync Review'.

Allow Download Without Watermark

Recipients can download the contents without a watermark. You must choose a quality setting with this option selected.

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Quality

  • Source - Recipients can download the original source of each file sent in the package.

  • High -Recipients can download a high-resolution proxy of each file in the package.

  • Low - Recipients can download a low-resolution proxy of each file in the package.

The option to share without watermark, as well as to share the source files, are only available with certain permissions. If you do not see this option but feel you need it, please contact your System Administrator.

Allow Download With Watermark

Recipients can download the contents of the package with a watermark burned in. You must choose a quality setting and priority, as well as a watermark style for each type of file with this option selected.

NOTE: The option to share with watermark is only available with certain permissions. If you do not see this option but feel you need it, please contact your System Administrator.

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Quality

  • High -Recipients can download a high-resolution proxy of each file in the package.

  • Low - Recipients can download a low-resolution proxy of each file in the package.

Priority

With the proper permissions, you may select how high the priority is for the watermarking process. For urgent watermarking jobs, select High, for watermarking jobs that are less urgent, select Low. Otherwise, leave this set at Normal.

Watermark Style

This option will appear if you are sharing with a watermark. For each type of file (Image, Video, or PDF) contained in the package, select the style of the watermark to apply.

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PDF Security

This will allow enabling the password on the PDF document to ensure the security of the document before sharing with the recipients along with print options. Default is set to None means the user is not allowed to print the PDF document.

View/Share Protection

This will used to set up a more protection on the PDF :

  • Low Security - Recipients are allowed to search within the PDF or they can copy and paste the text from the PDF .

  • Full Security - Recipients are not allowed to search within the PDF or they cannot copy and paste the text from the PDF . Also the PDF would be watermarked.

NOTE: The PDF Security and View/Share Protection settings will be available only in case the PDF documents will be shared

5. Apply Changes

When you've finished making the changes click the Blue "Back to Sharing" button.

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7. Review Before Sending

Back in the main Share tab, review your selected settings in the summary at the bottom of your message. Settings and Download selections cannot be changed after the package is sent.

You can now send your package!

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