Set how long customer links stay open

Choose the default expiry for links your team shares with customers, and decide whether links that never expire are allowed at all.

In the sidebar, open Administration, then choose Security Policies under Team & Access, and scroll to Share-link policy. The page address is /settings/org/security.

When someone on your team shares a file, folder, work order, quote, invoice or agreement with a customer, the link they send has an expiry. This section sets the default for new links.

Before you start

• Your admin has to give your role permission to write organization settings.
• Changing the policy does not touch links that already exist. They keep their expiry until someone renews or replaces them.

Steps

1. Under Share-link policy, pick a Default expiration from the list. This is what a link gets when a person shares with the organization default.
2. Tick or untick Allow links that never expire. When it is off, nobody in the organization can create a link without an expiry.
3. Press Save policy.

What you see

• The note under the section confirms the policy applies to files, folders, work orders, billing, agreements and every other shareable record.
• A never-expiring link is still read-only, and it can still be stopped or replaced from the record it belongs to.
• Save policy stays greyed out until you change something.

If something looks different

• The Default expiration list is shorter than you expect: your plan caps how long a link may last, and Nova only offers choices up to that cap.
• Save policy fails with a message about the share-link policy: the change was not stored. Try again.
• A team member still sees a "never expires" choice after you turned it off: they need to reload the page they are sharing from.

Open Security Policies