Share URL

Feature Snapshot

Summary:
A Share URL is a secure, view‑only link generated for a retained TrustedForm certificate that allows external parties to view certificate details—such as session replay and consent evidence—without needing to log into your TrustedForm account.

Key Benefits:

• Provides a secure method to share proof of consent and lead documentation
• Grants immediate, read‑only access to certificate details for legal, audit, or compliance review

Typical Use Cases:

• Sharing certificate evidence with legal counsel in response to a demand letter or litigation
• Allowing auditors or compliance teams to verify the authenticity of a lead without account login
• Demonstrating proof of user consent to a consumer

How the Share URL works

When a certificate is retained in your TrustedForm account, the system automatically generates a Share URL—a view‑only link that displays all relevant certificate information, including session replay. This link is intended solely for secure, temporary sharing with external parties and cannot be used for automated API requests or further redistribution by lead sellers.

Step‑by‑Step Instructions

1. Log In: Open your browser and sign in to your TrustedForm account.
2. Locate Certificate: Navigate to the retained certificate you wish to share.
3. Share Button: Click the “Share” button located at the top-right corner of the certificate view.
4. Copy Link: Select “Copy Share Link” to automatically copy the Share URL to your clipboard.
5. Distribute: Securely send the Share URL to the intended external party using encrypted email or another secure method.

Expected Result:
The recipient will open the Share URL in their browser to view a full, read‑only version of the certificate—including session replay and consent details—without needing to log in.

Validation & Monitoring (optional)

• Test the Setup: After generating the Share URL, paste it into a private or incognito browser window to verify that the certificate loads correctly in view‑only mode.

Best Practices

• Share the URL only with trusted parties such as legal counsel, auditors, or compliance teams.
• Do not use the Share URL as part of any automated processes.
• Encourage lead buyers to retain their own copy of certificates. Do not distribute the Share URL to circumvent that responsibility.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What is a Share URL?
A: A Share URL is a specially generated, view‑only link to a retained TrustedForm certificate that allows external parties to see certificate details without needing to log into your TrustedForm account.

Q: Who should use a Share URL?
A: Share URLs are ideal for situations where you need to provide secure, temporary access—such as to legal counsel, auditors, or compliance teams—without granting full account access.

Q: Can a Share URL be used for API requests or automation?
A: No, Share URLs are strictly for human viewing via a browser and are not intended for API use or automated processing.

Q: How long is a Share URL valid?
A: The Share URL remains active as long as the underlying certificate is retained in your TrustedForm account; once the certificate expires or is removed, the URL will no longer work.

Q: What is the maximum length of a Share URL?
A: TrustedForm Share URLs typically fall in the 520–550 character range. Because URL length can vary, if your system requires a fixed maximum length for the field where you store or process the certificate URL, we recommend allocating space for up to 600 ASCII characters.

The structure of a TrustedForm Share URL is:

https://cert.trustedform.com/{{token}}?shared_token={{share_token}}

Glossary

• share-url-screenshot.png90 KB