Share Link Overview - PathcoreFlow User Manual

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Have files or folders you would like to share? You can generate a unique and, optionally, time-limited share link for an image or a folder. Share links provide read-only access (unless Collection of Annotations is enabled) to the item(s) being shared and their children, but do not require the recipient to authenticate (i.e. can be accessed without logging in). Share links can be used by anyone that knows the share link URL, without an account.

Anyone with access to the share link URL will be able to view the content associated with the share link. It’s recommended to use share links only with trusted collaborators or for public data sharing.

An image share link provides read-only access (unless Collection of Annotations is enabled) to a single image and its metadata such as shared annotations, custom fields, and analysis results. Image share links can be created from the Repository page or from within the Viewer.

Share links created from within the Viewer provide additional flexibility — primarily the ability to control the recipient's initial view. See Link to Current Location for more details.

To create an image share link from the Repository

Navigate to any folder in the Repository (click on the Repository button from the Navigation Menu then navigate to a folder)
Bring up the context menu for the image
Click Share
Click on the New Share Link button
(Optional) Configure the link. See Share Link Properties for more details
1. (Optional) Document the purpose of the link in the Name field
2. (Optional) Choose an expiry date by clicking on the Expires field, or choose a preset lifetime from below the field
3. (Optional) Enable the Anonymize data toggle. See Anonymize Data for more details
4. (Optional) Enable the Show annotations toggle to make shared annotations visible via the share link
(Optional) Select the Advanced tab to configure advanced share link options
1. (Optional) Enable Track view history. See View Tracking for more details
2. (Optional) In the Customize viewer section, you may configure the Viewer by hiding certain tools
3. (Optional) In the Allow annotations section, you may enable the collection of annotations by selecting tools that will be enabled for the share link
(Optional) In the Link tab, click on the button to the right of the link field to copy the URL
(Optional) Email the share link to the intended recipients
1. Add one or more email addresses to the Email this link section
2. (Optional) Add a message for the recipients to the Message section
3. Click on the Send Email button
Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

All changes are saved automatically.

To create an image share link from within the Viewer

If the left sidebar is not displayed, toggle it by clicking on the Menu > button at the bottom left of the Viewer
Hover or click on the button in the left sidebar
Click on the New Share Link button
(Optional) Configure the link. See Share Link Properties for more details
1. (Optional) Document the purpose of the link in the Name field
2. (Optional) Choose an expiry date by clicking on the Expires field, or choose a preset lifetime from below the field
3. (Optional) Enable the Link to current location toggle to set the ROI when the link is first opened to match the current position in the Viewer
4. (Optional) Enable the Anonymize data toggle. See Anonymize Data for more details
5. (Optional) Enable the Show annotations toggle to make shared annotations visible via the share link
(Optional) Select the Advanced tab to configure advanced share link options
1. (Optional) Enable Track view history. See View Tracking for more details
2. (Optional) In the Customize viewer section, you may configure the Viewer by hiding certain tools
3. (Optional) In the Allow annotations section, you may enable the collection of annotations by selecting tools that will be enabled for the share link
(Optional) In the Link tab, click on the button to the right of the link field to copy the URL
(Optional) Email the share link to the intended recipients
1. Add one or more email addresses to the Email this link section
2. (Optional) Add a message for the recipients to the Message section
3. Click on the Send Email button
Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

All changes are saved automatically.

A folder share link provides read-only access (unless Collection of Annotations is enabled) to the contents of a folder and its subfolders recursively, including all the metadata associated with these items. A folder share link can be used to navigate the folder and its children, including any images that are contained within them. Folder share links are ideal for sharing an entire dataset, case or study.

To create a share link for the current folder

Navigate to any folder in the Repository (click on the Repository button from the Navigation Menu then navigate to a folder)
Click on the button next to the current folder's breadcrumb
Click Share
Click on the New Share Link button
(Optional) Configure the link. See Share Link Properties for more details
1. (Optional) Document the purpose of the link in the Name field
2. (Optional) Choose an expiry date by clicking on the Expires field, or choose a preset lifetime from below the field
3. (Optional) Enable the Anonymize data toggle. See Anonymize Data for more details
4. (Optional) Enable the Show annotations toggle to make shared annotations visible via the share link
(Optional) Select the Advanced tab to configure advanced share link options
1. (Optional) Enable Track view history. See View Tracking for more details
2. (Optional) In the Customize viewer section, you may configure the Viewer by hiding certain tools
3. (Optional) In the Allow annotations section, you may enable the collection of annotations by selecting tools that will be enabled for the share link
(Optional) In the Link tab, click on the button to the right of the link field to copy the URL
(Optional) Email the share link to the intended recipients
1. Add one or more email addresses to the Email this link section
2. (Optional) Add a message for the recipients to the Message section
3. Click on the Send Email button
Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

All changes are saved automatically.

To create a share link for a folder

Navigate to any folder in the Repository (click on the Repository button from the Navigation Menu then navigate to a folder)
Bring up the context menu for the folder
Click Share
Click on the New Share Link button
(Optional) Configure the link. See Share Link Properties for more details
1. (Optional) Document the purpose of the link in the Name field
2. (Optional) Choose an expiry date by clicking on the Expires field, or choose a preset lifetime from below the field
3. (Optional) Enable the Anonymize data toggle. See Anonymize Data for more details
4. (Optional) Enable the Show annotations toggle to make shared annotations visible via the share link
(Optional) Select the Advanced tab to configure advanced share link options
1. (Optional) Enable Track view history. See View Tracking for more details
2. (Optional) In the Customize viewer section, you may configure the Viewer by hiding certain tools
3. (Optional) In the Allow annotations section, you may enable the collection of annotations by selecting tools that will be enabled for the share link
(Optional) In the Link tab, click on the button to the right of the link field to copy the URL
(Optional) Email the share link to the intended recipients
1. Add one or more email addresses to the Email this link section
2. (Optional) Add a message for the recipients to the Message section
3. Click on the Send Email button
Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

All changes are saved automatically.

An attachment share link provides read-only access to any file in the Repository other than an image. Share links for attachments do not have advanced options.

To create a share link for an attachment

Navigate to any folder in the Repository (click on the Repository button from the Navigation Menu then navigate to a folder)
Bring up the context menu for the item
Click Share
Click on the New Share Link button
(Optional) Configure the link. See Share Link Properties for more details
1. (Optional) Document the purpose of the link in the Name field
2. (Optional) Choose an expiry date by clicking on the Expires field, or choose a preset lifetime from below the field
(Optional) In the Link tab, click on the button to the right of the link field to copy the URL
(Optional) Email the share link to the intended recipients
1. Add one or more email addresses to the Email this link section
2. (Optional) Add a message for the recipients to the Message section
3. Click on the Send Email button
Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

All changes are saved automatically.

Share links have a number of properties that make it easier to share exactly the content that is required.

Name

Share link names can be used to distinguish different links and/or to summarize the reason for which they were created. The name is not visible to recipients of the share link.

Expiry Date

An expiry date may be set to limit the duration of time that share links can be accessed by recipients. Without an expiry date, recipients can access data until the links are deleted.

Embedded images inherit the expiry date of a share link, if set. After a share link has expired, the related embedded images will no longer work.

Anonymize Data

Share links can be anonymized by enabling the Anonymize data toggle. With this option selected the following restrictions are applied to the share link:

Custom fields values that have been marked as having PHI are hidden, see Custom Fields Settings for details
Slide labels associated with WSI, other than burned-in annotations, are hidden
Recipients will not be able to download images

Embedded images inherit the anonymization property of a share link.

If the user creating a share link lacks the "View Protected Health Information" permission flag, then the Anonymize data toggle defaults to enabled and cannot be disabled.

The option to anonymize data only applies to share links for images and folders. Share links to attachments do not have this toggle.

Show Annotations

To make the annotations of an image visible to share link recipients, enable the Show annotations toggle. With this toggle selected, all shared annotations will be visible to recipients but your private annotations remain hidden.

Embedded images inherit this property from share links. When enabled, annotations on the image will be visible via an embedded image.

Link to Current Location

The Link to current location toggle, when enabled, configures the share link to replicate the current scene in the Viewer, at the moment the share link is generated, when the link is first accessed. This option is only available if a share link is created from within the Viewer. The scene is defined by the point at the center of the viewport and current magnification.

Embedded images inherit this property from share links. When enabled, the code snippet in the embedded image tab will be configured to show the current scene as the default view.