In simple terms
Let approved users read files without exposing direct downloads.
How to use this guide
Read the explanation first, follow the steps in order, then check the common mistakes and troubleshooting notes before asking support. The goal is to help non-technical users understand both what to do and why it matters.
Before you start
- Confirm you are using the right institution, role, record, or public page before making a change.
- Keep official names, departments, titles, years, emails, and file details consistent.
- When you are unsure, stop and contact the repository team instead of publishing incorrect information.
Step-by-step guide
Complete each step carefully. Do not skip a step simply because the page appears to have saved; repository records depend on correct metadata, policy, and review history.
- Open the controlled viewer link.
- Read the document inside the browser.
- Do not share access links.
- Respect expiry dates and watermarks.
- Request renewed access if needed.
Important notes
- Protected viewing helps institutions control sensitive files.
How to confirm the task is complete
- The page, record, or setting opens without an error.
- The visible information matches the official institution or repository record.
- Any review, access, or publication decision has a clear note or traceable history.
- A public visitor can understand the record without needing private dashboard context.
When to ask for help
Contact the repository team when a record belongs to the wrong institution, a file opens incorrectly, a user cannot access the correct workflow, or the guide does not match the screen you are seeing.