Document Sharing

Steps

1. On the dashboard, click the "Share" button on a document
2. Observe the ShareModal

Verify (4 checks)

• ShareModal opens with a styled header
• Modal contains: Recipients field, Custom message textarea, Link settings section
• Close button (X) dismisses the modal
• Clicking outside the modal dismisses it (or doesn't, depending on design)

Steps

1. Enter an email address in the Recipients field
2. Press Enter or click "Add"
3. Add a second email
4. Remove the first email

Verify (6 checks)

• Email appears as a chip/tag after adding
• Multiple emails can be added
• Invalid email format shows validation error
• Clicking X on a chip removes that recipient
• "Send to N recipients" button shows correct count
• Custom message field accepts text input

Steps

1. Configure each available setting

Verify (13 checks)

• Require Email toggle works (checked by default)
• Require NDA toggle works
• Allow Downloads toggle works (checked by default)
• Allow Print toggle works
• Allow Copy toggle works
• Show Watermark toggle works
• Watermark Text field appears when watermark is enabled
• Watermark Opacity slider works (0-100)
• Expiration Date date picker works
• Max Views number input works
• Password Protection field works
• Email Allowlist field works (restrict by domain or specific emails)
• All settings are saved correctly when the link is created

Steps

1. Add at least 1 recipient
2. Configure desired settings
3. Click "Send"

Verify (7 checks)

• Button shows "Sending..." with a spinner during processing
• Share link is created successfully (visible in network tab response)
• Success message appears with confirmation
• If Resend is configured: emails are delivered to recipients
• Email contains: document title, custom message, "View Document" button, share link
• If Resend is NOT configured: appropriate error message about email service
• Share link URL is valid and functional

Steps

1. Open the share link in an incognito/private browser window
2. Enter an email address and name
3. Submit

Verify (7 checks)

• Email gate form is displayed before document access
• Name and email fields are visible
• Submitting valid info grants access to the document
• Document viewer loads with correct title
• Viewer's email is tracked in analytics
• If email allowlist is set: blocked emails see a rejection message
• If email allowlist is set: allowed emails gain access

Steps

1. Open the share link in an incognito window
2. Enter an incorrect password
3. Enter the correct password

Verify (4 checks)

• Password prompt is displayed
• Incorrect password shows an error message
• Correct password grants access
• Document loads correctly after authentication

Steps

1. Create a share link with expiration set to a time in the past
2. Open the expired link

Verify (3 checks)

• Expired link shows an "expired" or "no longer available" message
• Document is NOT accessible
• No error stack trace or 500 error is shown

Steps

1. Open the share link in an incognito window (view 1)
2. Open again in another incognito window (view 2)
3. Open a third time (view 3)

Verify (3 checks)

• First 2 views are permitted
• Third view shows a "max views reached" or "link no longer available" message
• View count in the database matches

Steps

1. Create a share link with "Allow Downloads" OFF, "Allow Print" OFF, "Allow Copy" OFF
2. Open the link

Verify (5 checks)

• Download button is hidden or disabled
• Print functionality is disabled
• Text selection/copy is disabled
• Right-click context menu is restricted (if applicable)
• Create another link with all permissions ON and verify all work

Steps

1. Create a link preset with specific settings
2. Use the preset when creating a new share link

Verify (7 checks)

• Can create a new link preset with a name
• Preset saves all share link settings (email, NDA, download, watermark, etc.)
• Can set a preset as default
• Only one preset can be default at a time
• When creating a share link, preset can be selected to auto-fill settings
• Can edit an existing preset
• Can delete a preset

Steps

1. Create a share link with "Collect Viewer Info" enabled
2. Add custom fields: Company (text, required), Role (select), Phone (text, optional)
3. Open the share link in an incognito window
4. Complete the email gate (if required)
5. Fill out the viewer fields form

Verify (9 checks)

• Viewer fields form appears after email gate and before document access
• All configured fields are displayed with correct types (text, email, number, select, checkbox, textarea)
• Required fields show validation errors when left empty
• Select fields display the configured options
• Optional fields can be skipped
• Submitting the form grants access to the document
• Collected field data is stored in viewerMetadata on the DocumentView record
• Pre-defined quick-add fields (Email, Name, Company, Title, Phone, Role) work correctly
• Form is branded with workspace colors/logo (if configured)