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Sharing files and documents

Anything in Drive can be shared two ways: with named people, each with their own role, or with a link that anyone can open, including people who have no Qubix account. Both work for a single file, a document, or a whole folder.

Sharing is opened from the right-click menu of a file or folder — the Zugriff entry — and from inside an open document, where it is the Teilen button. The button in a document appears only if you may share the item; the menu entry in the file manager is always there, but opening it without the right to share ends in a refusal.

Give access to a person

  1. Open the item's Zugriff dialog.

  2. In Personen hinzufügen, start typing a name or an @handle and pick the person. They are added as a Betrachter.

  3. Change the role in the list next to their name.

The three roles:

  • Betrachter — can open and read.
  • Kommentator — can also leave comments.
  • Bearbeiter — can also edit.

The list is headed Personen mit Zugriff and always starts with the Besitzer. Everyone you share with finds the item on the Für mich freigegeben shelf. Access is taken back in the same list: pick Zugriff entfernen next to the person — they lose it immediately.

Shared items are marked in the file manager: a small people icon next to the name means Für andere Personen freigegeben, so you can tell at a glance what has left your hands.

Share the folder, not every file

Share a folder once and everything you create or upload in it afterwards is shared with the same people — usually far less work than sharing files one by one.

An item moved into a shared folder is the exception: it keeps the access it already had and does not pick up the folder's people. Share it separately, or create it in the folder in the first place.

Use a link when the person has no Qubix account — a designer, a contractor, an affiliate manager.

  1. In Allgemeiner Zugriff, switch Eingeschränkt to Jeder mit dem Link.

  2. In Rolle des Links, choose what the link allows: view, comment or edit.

  3. Press Link kopieren and send the link.

A link to a folder lets the guest walk the whole folder and open what's inside; a link to a file or a document opens that one item. If the link grants commenting or editing, the guest also gets the comment panel and sees other people's comments appear live, without a page reload; a view-only link has no comments at all.

The two modes read as their hints say: Nur Personen mit Zugriff können öffnen versus Jeder im Internet mit dem Link kann öffnen. Switching back to Eingeschränkt revokes the link — anyone who opens it after that gets "Dieser Link ist ungültig", with the hint that access was turned off. That is how you cut off a link you already sent.

What the guest sees

The link opens a page of its own, without a Qubix login. It shows the item's name and a Über Link freigegeben mark, and what happens next depends on what you allowed:

  • A folder — a list to walk through; folders open deeper, files download.
  • A file — a download card.
  • A document — the document itself, editable if the link grants editing.
  • Comments — a commenter or editor guest can write in the comment panel and sees other people's comments appear live. Guests are signed as Gast, since they have no account of their own.

Three screens replace the content when something is closed: "Dieser Link ist passwortgeschützt" asks for the password, "Dieser Link ist abgelaufen" appears once the expiry date has passed, and "Dieser Link ist ungültig" comes up for a revoked or wrong link. A wrong password answers Falsches Passwort and lets the guest try again.

A link on its own is the key: whoever receives it can open the item, and it can be forwarded. A password closes that.

  1. With the link turned on, fill Passwort festlegen and press Speichern.
  2. Pass the password to the person separately from the link.

Once set, the dialog shows Durch Passwort geschützt with two actions: Ändern and Entfernen.

The guest is asked for the password once and stays unlocked for a year. Changing it immediately locks out everyone who unlocked the link with the old one, so change it when someone should no longer have access. Removing it leaves the link open again.

Set Ablauf des Links to 1 Tag, 7 Tage, 30 Tage or Eigenes Datum and pick the day and time yourself. After that moment the link stops working by itself and the guest sees a plain "the link has expired" screen instead of your files. Kein Ablauf keeps it open indefinitely.

Give a deadline instead of remembering one

Sending a folder to a contractor for a week? Set the expiry to 7 days — the access closes itself, with nothing to remember and nothing to revoke by hand.

Hide one subfolder from a shared folder

Inside a shared folder there may be one subfolder nobody else should see — drafts, internal numbers. Open that subfolder's sharing dialog and turn on Vom Zugriff der übergeordneten Ordnerfreigabe ausschließen. It disappears completely: it is not listed and not reachable, both for people you shared with and for link guests.

Downloading, copying and printing

The gear — Einstellungen — opens the settings view. Under Wer herunterladen, kopieren und drucken darf you decide who may take the content out of Drive: separately for Bearbeiter and for Kommentatoren und Betrachter. With it turned off, viewers and commenters no longer see the download button. An editor restricted by the editors' switch loses it inside an open document, while in the file list the button stays visible and the refusal comes when the file is actually fetched.

The same switch applies to link guests, by the role the link grants: a link that only allows viewing will not download a file if you closed downloading for viewers. The guest is told why, in place of the download button: «Der Besitzer hat das Herunterladen für diesen Link deaktiviert.»

The switch under ZugriffBearbeitern erlauben, Berechtigungen zu ändern und zu teilen — decides whether your editors may pass access on to other people. With it off, sharing stays yours alone.

Handing an item over

Pick Besitz übertragen next to a person and confirm: they become the owner, and you stay on the item as an editor. Useful when someone leaves the team or a project moves to another person.

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