Overview
Instead of exporting the structure as a PDF or CSV, you can share access to it as a link. This link will allow any recipient outside of ORCA to view a predefined structure chart. Key features of the share link include:
- Creating a dynamic structure link that can be accessed via a browser
- Selecting the amount of information you want to share by deselecting or hiding certain assets
- Blending in additional information for each card individually or for all of the cards
Note: If you modify the structure after sharing the link, the share link will not automatically update. You will need to create a new link to reflect your changes.
Guide
How to create a new link to a structure?
- Determine the amount of information you want to share:
- Use the filters at the top to select specific asset classes, locations, or labels.
- Use "Show on card" to display additional information, such as values or tax IDs, for individual cards or all cards in the structure.
- Click the share icon in the top right corner.
- Optionally, set a password.
- Choose the link expiration.
- Copy the link and share it. Note: If you don't password-protect the link, anyone who receives it can access your shared structure.
How does it look for someone outside of ORCA?
The shared structure is entirely dynamic, allowing recipients to change their perspective to any person or legal entity that was part of the share structure.
How to manage shared links
Create a shared link once and keep it accessible for as long as you need — no more re-issuing expired links. Your choice of lifetime: When creating any shared link, pick the standard 30-day expiry or the new Never Expires option.
You stay in control: The expiration type is shown for each link in your Shared Links list, and never-expiring links can be inactivated at any time.
However, if you need to manually adjust a link, you can access the settings menu and select one of the following actions:
- Inactivate: Instantly deactivates access to a shared link
- Activate: Reactivates access to a previously inactivated link
- Prolong: Extends the validity of the link by 30 days from today's date.
