A SmartShare sends chosen items to one person for a set time. They see those items and nothing else, and you see every time they open one.
Steps
- Open SmartShares in the sidebar (or the Shares tab on a phone) and click New SmartShare. From inside a category, Share from Personal does the same with that category’s items pre-ticked.
- Enter the Recipient email. If they don’t have a TagData account yet, the invitation asks them to create one with that exact address.
- Choose the Access type: View only hides the download button, View and download lets them keep a copy.
- Set an Expiration date. Access ends on that day on its own.
- Tick the items and documents to include. The list is grouped by category; Select all in Personal ticks a whole group.
- Add a Message if you like, then click Send invitation.
What happens next
- The share appears as a card with its status: Invite sent or Awaiting signup until they accept, then Active.
- Open the card and click View activity to see every view, preview and download, with the time.
- Change your mind at any point: see Revoke a SmartShare.
Good to know
- View only can’t stop a determined viewer from saving what’s on their screen. Share sensitive files only with people you trust.
- The free Core plan allows three active shares at a time. Pending invitations count toward that limit.
Try it
The demo page has a vault you can click through. Open it on SmartShares and try these steps there; nothing you do is saved.