diff --git a/docs/_static/images/espocrm-extensions/ebla-share/access-logs.png b/docs/_static/images/espocrm-extensions/ebla-share/access-logs.png new file mode 100644 index 000000000..9f4079538 Binary files /dev/null and b/docs/_static/images/espocrm-extensions/ebla-share/access-logs.png differ diff --git a/docs/_static/images/espocrm-extensions/ebla-share/copy-link-action.png b/docs/_static/images/espocrm-extensions/ebla-share/copy-link-action.png new file mode 100644 index 000000000..49217c3d8 Binary files /dev/null and b/docs/_static/images/espocrm-extensions/ebla-share/copy-link-action.png differ diff --git a/docs/_static/images/espocrm-extensions/ebla-share/public-file-sharing.png b/docs/_static/images/espocrm-extensions/ebla-share/public-file-sharing.png new file mode 100644 index 000000000..f831aa9c8 Binary files /dev/null and b/docs/_static/images/espocrm-extensions/ebla-share/public-file-sharing.png differ diff --git a/docs/_static/images/espocrm-extensions/ebla-share/sharing-link-modal.png b/docs/_static/images/espocrm-extensions/ebla-share/sharing-link-modal.png new file mode 100644 index 000000000..9f4079538 Binary files /dev/null and b/docs/_static/images/espocrm-extensions/ebla-share/sharing-link-modal.png differ diff --git a/docs/_static/images/espocrm-extensions/ebla-share/social-preview-example.png b/docs/_static/images/espocrm-extensions/ebla-share/social-preview-example.png new file mode 100644 index 000000000..3993a6422 Binary files /dev/null and b/docs/_static/images/espocrm-extensions/ebla-share/social-preview-example.png differ diff --git a/docs/espocrm-extensions/ebla-share/index.md b/docs/espocrm-extensions/ebla-share/index.md new file mode 100644 index 000000000..4abfe4376 --- /dev/null +++ b/docs/espocrm-extensions/ebla-share/index.md @@ -0,0 +1,65 @@ +# Ebla Share Extension + +## Overview +The **Ebla Share** extension for EspoCRM provides enhanced sharing capabilities for your CRM records and files. It enables rich social media previews for shared links and offers a secure way to share files publicly with expiration dates and access logging. + +## Features + +### 1. Smart Sharing Links (Social Previews) +When you share a record link (e.g., a Lead, Contact, or Task) on platforms like WhatsApp, Slack, Microsoft Teams, or LinkedIn, it often appears as a plain URL or a generic login page. + +**Ebla Share** solves this by providing a **Copy Link** action available in two places: +- From the **record detail view** (Actions dropdown – top-right). +- From the **row actions menu** in list views. + +This action generates a special wrapper link. When shared, this link: +- Displays a **Rich Preview** card with the record's **Name**, **Type**, and **Description** (Open Graph tags). +- Automatically redirects users to the actual record in EspoCRM when clicked. +- Maintains security: Users must still log in to EspoCRM to view the actual record data. + +**How to use:** +1. Open any record **OR** locate it in a list view. +2. In the record detail view, click **Actions → Copy Link** + **OR** from the list view, click the row action **Copy Link**. +3. Paste the generated link into your chat or email. + + + +When shared, the link will display a rich preview like this: + + +--- + +### 2. Public File Sharing +Securely share documents and attachments with people outside your CRM without creating user accounts for them. + +**Features:** +- **Public Access**: Recipients can download the file without logging in. +- **Expiration Dates**: Set a date when the link automatically expires. +- **One-Click Sharing**: Generate a public link directly from file or image fields. +- **Secure Tokens**: Uses unique, hard-to-guess tokens for access. + +**How to use:** +1. Open a record that contains an**Attachments Multiple **, **Image**, or **File** field. +2. Click the **Share** button displayed below the file or image. +3. A modal window opens to create a new **Sharing Link**. +4. (Optional) Set an **Expiration Date**. +5. Save the Sharing Link. +6. The public URL is generated and can be copied to the clipboard. + + + +--- + +### 3. Access Logging +Track engagement with your shared files. The extension automatically logs every time a public file link is accessed. + +- **Access Logs**: A subpanel on the *Sharing Link* record shows a history of downloads. +- **Data Captured**: + - Timestamp of access. + - IP Address of the downloader. + + + +## Change Log +
\ No newline at end of file diff --git a/docs/espocrm-extensions/index.md b/docs/espocrm-extensions/index.md index e0956016d..5f350527a 100644 --- a/docs/espocrm-extensions/index.md +++ b/docs/espocrm-extensions/index.md @@ -55,8 +55,9 @@ Welcome to the Eblasoft documentation site. Here you'll find clear, structured d - :material-filter: **[Ebla Shared Filter](espocrm-extensions/shared-filter/index.md)** - :material-calendar: **[Ebla Event Plus](espocrm-extensions/event-plus/index.md)** - :material-filter-menu: **[Ebla Generic Filter](espocrm-extensions/generic-filter/index.md)** -- :material-filter-menu: **[Ebla Contract](espocrm-extensions/ebla-contract/index.md)** +- :material-tag: **[Ebla References](espocrm-extensions/ebla-references/index.md)** - :material/alarm: **[Ebla Reminder](espocrm-extensions/ebla-reminder/index.md)** +- :material-share: **[Ebla Share](espocrm-extensions/ebla-share/index.md)** --- diff --git a/docs/index.md b/docs/index.md index a96563117..7c9a997e7 100644 --- a/docs/index.md +++ b/docs/index.md @@ -60,6 +60,7 @@ Welcome to the Eblasoft documentation site. Here you'll find clear, structured d - :material-account-file-text-outline: **[Ebla Follow Up](espocrm-extensions/ebla-follow-up/index.md)** - :material-tag: **[Ebla References](espocrm-extensions/ebla-references/index.md)** - :material/alarm: **[Ebla Reminder](espocrm-extensions/ebla-reminder/index.md)** +- :material-share: **[Ebla Share](espocrm-extensions/ebla-share/index.md)** --- diff --git a/mkdocs.yml b/mkdocs.yml index 781485ffd..48a4fd996 100644 --- a/mkdocs.yml +++ b/mkdocs.yml @@ -134,6 +134,7 @@ nav: - Ebla Progress Bar: 'espocrm-extensions/progress-bar/index.md' - Ebla Date Pro: 'espocrm-extensions/date-pro/index.md' - Ebla Reminder: 'espocrm-extensions/ebla-reminder/index.md' + - Ebla Share: 'espocrm-extensions/ebla-share/index.md' - Ebla Public Form: 'espocrm-extensions/public-form/index.md' - Ebla Work Log: 'espocrm-extensions/work-log/index.md'