Opens a window to configure of a link for file upload and send this link to any email address. When a recipient clicks the link, a landing page is opened in the Web browser that allows the recipient to upload files. Uploaded files are cataloged to the specified catalog and gathered in a dedicated upload collection.
(Disabled if you don’t have the appropriate permissions; see below for details.)
Preconditions:
• Your Cumulus installation includes Cumulus Portals or Sites.
• A Base Web URL was defined by your Cumulus Administrator in the Cumulus Server Settings (Server Console > Remote Admin).
• The catalog to which the uploaded files will be added must employ a central asset location (Preferences > Catalog Settings > General).
• Cumulus is configured to work with a mail server (Server Console > Mail Manager).
• You must have the appropriate permissions:
• For at least one catalog, you must be allowed to create records (Catalog Permissions > Application Permissions).
• The Create External Users permission for sending links to recipients that are not yet known to Cumulus, or the Use External Users permission for sending links to already existing external users. (Server Permissions > User Administrator Permissions).
• For enabling the upload function, the (technical) admin user in Portals/Sites must have unrestricted run-as permissions (Server Permissions > Run-as Permissions).
To send an upload link:
1. Select File > Send Upload Link.
The Send Upload Collection Link dialog is displayed, Most fields already contain proposals which you may adopt or simply overwrite. Mandatory fields are marked with an icon.
2. Specify a name for the collection that holds the uploaded files.
3. The embargo date is the current date by default. Optionally, change the embargo date. Recipients won’t be able to upload files before this date.
4. The expiration date is two weeks ahead of the current date by default. Optionally, change the expiration date. Recipients won’t be able to upload files from this date onwards.
The expiration date is required. If you try to delete it, the value is automatically reset to the default.
5. The Base URL for Web Access field displays the base URL specified by your Cumulus Administrator. (Only if your Cumulus installation includes more than one web server, you may select a different base URL from the drop-down list.)
6. Select the catalog to which the uploaded files will be added. The drop-down list for selecting the catalog displays only those catalogs that are employing a Central Asset Location and that you are allowed to add assets to, i.e. you have the permission to create records.
7. If necessary, specify an Asset Handling Set and/or a Permission Template to be used with the uploaded files.
8. The From field is prefilled with your email address. You can overwrite this with a different address.
NOTE: If your Cumulus Administrator has defined a From address to be used with all sent mails, the content of the this field is ignored.
9. Fill in the recipient’s addresses.
10. Enter a Subject and optionally modify the proposed message Text or enter a new one.
11. Optionally, set a password.
If you decide to require a password, do not forget to communicate it to the recipients – otherwise they won’t be able to upload files.
12. Recipients get displayed thumbnails of the files they have uploaded. By activating the Permissions check boxes you can allow recipients to additionally view the information windows for the files and/or preview them.
13. Click Send. The window is closed. an email containing an upload link is sent to each of the specified recipient.
As the creator of an upload collection, you will receive a notification email each time someone uploads files via Sites to this collection.
TIP: Link usage
Via the Properties window of upload or download collection you can get an overview on each recipient’s last access to this link.
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