How to Modify Shared Link Settings

What Are Shared Links?

Shared links are secure URLs included in email notifications that allow recipients to access transcripts, exhibits, and job materials directly. These links offer a secure alternative to email attachments. Instead of sending large files via email, recipients get a secure link to access materials.

How to Modify Shared Links

Prerequisites: You must be a Firm Administrator to configure shared links

Step 1: Access Firm Settings

Log into your Firm Dashboard
Click Admin in the top navigation
Select Firm Settings from the dropdown menu

Step 2: Configure Settings

You'll see two options:

Option 1: Enable shared links for the firm (Default)

Important: With this setting, anyone who has the link can access materials—no dashboard account or case permissions required.

Option 2: Disable shared links for the firm

Dashboard login required before viewing any content
When shared links are disabled, your RBAC permissions are fully enforced: recipients without case access cannot view materials, even with the email link.

Note: If you disable shared links, all previously sent shared email links will stop working and require dashboard login.

Step 3: Save Your Changes

Select your preferred setting
Click Save Changes
Settings take effect immediately for new emails

Need help? Contact concierge@steno.com for setup assistance.

What Is Role-Based Access Control?

How To Enable Role-Based Access

What Are The Firm Dashboard Roles

How To Update Case Access