Publishing & Sharing

Welcome to the Publishing & Sharing page. This guide will walk you through the process of taking your completed templates and making them available to the world. Whether you are sharing a form with a client, distributing a flyer template to your team, or collecting submissions from thousands of users, Diterr provides a comprehensive set of tools to publish, share, and manage your templates securely and efficiently.

Tip: Publishing generates a unique shareable link that you can distribute via email, social media, or embed directly into your website.

Publishing Templates

Publishing a template is the process of generating a shareable link that allows others to view and interact with your template. The link can be shared via email, social media, embedded in a website, or distributed in any other way.

Creating a Share Link

How to publish:

Open the template you want to publish in the editor.
Click the Export button in the toolbar.
The Export Modal will open, displaying the share configuration options.
Fill in the required information (Name, Description, etc.).
Configure additional settings (Password, Expiry, View Limits, etc.).
Click "Export & Generate Link" to create the share link.
The link will be generated and automatically copied to your clipboard.

The Export Modal with sharing configuration options

What happens when you publish: A unique, secure URL is generated for your template. The template is made available at that URL, and the share link is saved to your account for future management. You can view, update, or revoke the share at any time.

Configuring Share Settings

When you publish a template, you can configure a variety of settings to control how it is accessed and used:

Setting	Description
Template Name	The name of the template (displayed to users).
Description	A short description of the template (optional).
Referer	Restrict access to specific websites or domains.
Expiry Date	When the share link should expire.
Never Expires	The share link remains active indefinitely.
Max Views	Limit the number of times the template can be viewed.
Password	Protect the template with a password.
Allow Download	Allow users to download the template (if enabled).

Share Link Features

Diterr's sharing system includes a range of features that give you granular control over how your templates are accessed and used.

Password Protection

You can protect your template with a password to restrict access to authorized users only.

When enabled, users are prompted to enter a password before viewing the template.
The password is stored securely and can be changed at any time.
Passwords are case‑sensitive and can contain letters, numbers, and special characters.

When to use: Sensitive data, client‑specific content, internal use, pre‑release previews.

Password protection settings in the Export Modal

Best practice: Use strong passwords – combine uppercase, lowercase, numbers, and special characters. Communicate the password securely – send it separately from the link.

Expiry Dates

You can set an expiry date for the share link, after which it will no longer be accessible.

When you set an expiry date, the share link will stop working at midnight on that date, and the design status will be updated to "archived".
Users who attempt to access the link after the expiry date will see a message indicating that the template is no longer available.
You can extend the expiry date at any time.

When to use: Time‑limited campaigns, seasonal content, pre‑release previews, compliance with data retention policies.

View Limits

You can limit the number of times the template can be viewed. Once the limit is reached, the link will no longer work.

Each time a user opens the template, the view count is incremented.
When the view limit is reached, the link expires automatically.
You can update the limit at any time.

When to use: Exclusive content, limited‑time offers, sensitive data, user testing with a limited number of testers.

Referer Restrictions

You can restrict access to the template based on the referer – the website or domain from which the user is accessing the link.

When you set a referer, the template will only be accessible when the user clicks the link from a specific website or domain.
Users who try to access the link directly or from other domains will see an access denied message.
You can allow multiple referers by entering a comma‑separated list.

When to use: Embedded content, brand protection, client‑specific content.

Allow Download

You can allow users to download the template as a file (e.g., PDF, image, or data export).

When enabled, users will see a download button or link when viewing the template.
The template is downloaded in a format appropriate for the content (e.g., PDF for a flyer, CSV for form data).
You can disable downloading at any time.

When to use: Printable content, offline use, archiving.

Managing Shares

Once you have published a template, you can manage its shares from the Templates page.

Viewing Active Shares

From the Templates page, you can see which templates have active shares and view their share settings.

How to view: Go to the Templates page, locate the template, and click the Share button or icon to open the Share Modal.
What you can see: The share link URL, password status, expiry date, view limit, number of views so far, referer restrictions, and download status.

Revoking Shares

You can revoke a share link at any time, making it immediately inaccessible.

How to revoke: Open the Share Modal for the template, click the Revoke or Delete button, and confirm.
What happens: The share link stops working immediately. Users who try to access it will see a message indicating the template is no longer available.

When to revoke: The template is no longer relevant, you have published an updated version, the share link has been compromised, or the campaign has ended.

Updating Share Settings

You can update the share settings at any time without generating a new link.

What you can update: Password, expiry date, view limit, referer restrictions, and Allow Download status.
How to update: Open the Share Modal, make the changes, and save.
What happens: The share link remains the same. The updated settings take effect immediately.

The End‑User Experience

When someone accesses your shared template, they are presented with a clean, focused view that is optimized for interaction and submission.

Viewing a Shared Template

The template is displayed as designed in the editor.
All elements (text, images, shapes) are rendered.
All fields (Labels, Inputs) are interactive and functional.
The header and footer provide context (template name, description, etc.).
If the template is password‑protected, the user is prompted to enter the password.

Filling and Submitting

Users can enter text, select options from dropdowns, choose from radios and checkboxes, upload files, and select dates.
On submission, the data is validated (frontend validation).
If validation passes, the data is sent to the backend.
The user receives a confirmation message.
The submission is stored in the Submissions page.

Downloading the Template

If you have enabled Allow Download, users can download the template as a file.

What users can download: PDF (for printable content), image (for flyers and posters), CSV (for form submissions).
How it works: The user clicks the download button, the file is generated and downloaded to their device.

Best Practices

Security Considerations

Use passwords for sensitive content – always protect templates that contain confidential information.
Set expiry dates – limit the lifetime of share links to reduce the risk of unauthorized access.
Use referer restrictions – restrict access to trusted domains when embedding content.
Limit views – for exclusive content, set a view limit to control exposure.
Revoke shares when no longer needed – clean up unused shares to reduce the attack surface.

User Experience

Provide clear instructions – include a description or instructions to help users understand what to do.
Test the sharing experience – always preview the shared template to ensure everything works as expected.
Use descriptive template names – help users understand what the template is for.
Set realistic view limits – don't set view limits that are too low, which may frustrate users.
Enable downloads when appropriate – if users need a printable version, allow downloads.

Analytics and Tracking

Monitor view counts – track how many users are accessing your templates.
Track submissions – monitor the number of submissions to measure engagement.
Use referer data – understand where users are coming from.
Revoke underperforming shares – if a share is not being used, consider revoking it.

Summary

Publishing and sharing are the final steps in the template creation journey. With Diterr's flexible sharing system, you have full control over how your templates are accessed, used, and managed.

Publishing – generate shareable links for your templates.
Security – protect templates with passwords, expiry dates, view limits, and referer restrictions.
Control – manage, update, or revoke shares at any time.
User experience – provide a clean, focused view for end‑users.
Best practices – prioritize security, test thoroughly, and monitor engagement.

Now that you understand the publishing and sharing system, you are ready to distribute your templates to the world. 🚀

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