Sharing Files

Purpose

As a User, you can share QMI files with authorized recipients to support review and collaboration. This task allows controlled access to scorecard reports while maintaining ownership and traceability.

Prerequisites

Installed Package(s): CQ Core, CQ QMI- Summer 2026

Product: Platform & Technology

Function: Sharing File

User Profile: Standard User

Permissions: CQ Base User PSG and CQ QMI Manager PSG

Steps

• In the Files section, select View All to open the preview.

• In the Report Preview Window, select Share.

• Search for and select People or Groups.

• Choose Viewer or Collaborator access.

• Optionally, enter a Message.

• Open Who Can Access.

• If required, enable Expiration Date and select a date.

• If required, enable Password and set a password.

• If you are the Owner, review Public Link Sharing and Owner Settings.

• Select Share to confirm, or select Done or X to close.

Expected Outcome

• The file shares with the selected People or Groups.

• The selected Viewer or Collaborator access applies.

• Any message, expiration date, and password settings save.

• Shared users receive access based on the defined permissions.

• The owner retains control over sharing and public link settings.

Additional Resources

ComplianceQuest