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Applies to: Image Modified Kyvos Enterprise   Image Modified Kyvos Cloud (Managed Services on AWS)     Image Modified Kyvos Azure Marketplace

Image Modified Kyvos AWS Marketplace   Image Modified Kyvos Single Node Installation (Kyvos SNI)     Image Modified Kyvos Free ( Limited offering for AWS)

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You can share objects or folders with groups or with specific users. However, they must have access rights to the underlying data. Once you share a folder, the users or groups have access to all items in that folder.

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1. To share an object via Email,

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   Email Email

   select the recipients and do one of the following:
   1. Type email addresses for individuals.
   2. Click the Users/Groups icon () and click a group name, user name, or type to quickly find a name.
   3. Optionally, click CC or BCC to copy or blind copy recipients on the message. Then select those additional recipients.
      If No Email Id is shown, that account is not associated with an email address and you will need to share the object using a different method. 
2. Enter a Subject and Message that will be sent in email.

3. By default, Include a link to this document is selected. To send the file as an attachment, clear the checkbox. 

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   The recipients must have read access rights to view the document.

    If you share a PDF or CSV file, you can attach it or send a link to it.
   

4. Choose the object to Attach as Do not include additional attachments, Include a PDF version of this document , or Include the data from this document as a CSV file.
   The CSV option is available only if the Cross-Tabular option is enabled on your Dashboard/ Worksheet.
5. If you share a dashboard, you will also see the Include an Image version of this document option.
6. If you choose PDF, CSV, or Image, select Settings and specify further details.

   1. For PDF, you can specify the following:

      1. Export View options: By default Export visualization with Tabular view is selected. If exporting a crosstab or table, you can view the number of Selected Columns and their details by clicking the drop-down list. If there is not currently a crosstab view, the Cross-Tabular option is disabled.

      2. By default, the file is exported as a Zipped folder. Clear the checkbox if you want the unzipped file.

      3. If exporting a dashboard, you can specify to Include Dashboard Title and Include Card Information.

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         You will see the PDF option only if WORKSHEET_EMAIL_SCHD_PDF_FORMAT property is enabled from the olapengine.properties in Kyvos Manager > Manage Kyvos > Properties.

         
         

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         You will see the PDF option only if WORKSHEET_EMAIL_SCHD_PDF_FORMAT property is enabled from the olapengine.properties in Kyvos Manager. Please contact Kyvos Support to set this up for you.

         
         

   2. For CSV, you can specify the following:
      1. Export View options: If you are exporting a crosstab, by default Tabular is selected and you can view the number of Selected Columns and their details by clicking the drop-down list. If you are exporting a crosstab, then the Cross-Tabular option is disabled.
      2. You can use the default formatting choices or change the line separator, field separator, and enclosed by characters.
      3. Specify whether to include the header.

      4. By default, the file is Zipped. To send the file as a CSV file, clear the checkbox. You can choose to keep the measure formatting by selecting the checkbox. To learn more, click the i icon or see the Exporting data from a crosstab section.
         Ensure that only CSV formatted worksheets can be scheduled for email. 

   3. For Image (only for dashboards),  you can specify the following:

      1. Select the corresponding checkboxes if you want to Include Dashboard Title.
         When exporting the dashboard as an image, you cannot select the Include Card Information option.
         

      2. Specify if the image is to be sent as a Zipped, Unzipped, or Inline image.
      3. Choose the Image Format from PNG and JPEG.
   4. Click Apply.
7. Click Preview to view the message before sending it.
8. To grant access before sending via email, click Grant Access at the bottom of the dialog and follow the instructions shown earlier in this topic.

9. After everything is verified and completed, Once you are ready to send the message, click Send.
   
   

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   With the Kyvos 2023.1 release onwards, the email ID of the worksheet sender will be included in the CC section of the email sent to the recipient, enabling the recipient to identify the sender and initiate a conversation if needed.

   
   

Scheduling emailing

To schedule emailing of Worksheets or Dashboards, perform the following steps.

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