How to share documents
To share a document, it must have been saved before - you can share documents from the document manager .
Go to the document manager and click on the three dots that appear on a document element when hovering over it.
Click on "Share document" and the "Share document" modal will open.
In that modal, you can set up the sharing details.
First, you might need to decide if you want to just get a link to your document or if you want to share it over email. The process is similar but it's worth pointing out the details.
At the moment, the sharing will automatically create a PDF document with no (current) choice of adjusting it. We are currently working on enabling export with other supported file types.
When you share a document and you change contents in it, the changes are not reflected in the shared document - the shared document will always have the state of your last sharing of it. To apply updates to shared documents, you have to re-share it after the changes to this document have been saved.
Public sharing
With this option you can generate a link to your document.Everybody that has access to the link will have access to the document and is able to view and download it. You can disable public sharing at any point, which disables the link.
You can further control and secure access to documents by opening the "Restrict access" section.
Just as if you would export a document, a share document needs to have a template applied. You can either choose a default template or create your own, customized templates.
After you have selected a template, you have to enable "public access" for the current sharing - click the button to enable it.
Now you can generate a sharing URL and copy it to your clipboard to send it around 🙂.
You also can enable statistics for each sharing to gather access insights.
Hint: You can share only one document per template. That means, if you have more than one template, you could share a document more than 1 time, but only with different templates applied.
Share over email
To share a document over email, go to the "send with email" tab and enter the email addresses that you want to share the document with.You can add a text message to the send emails to give more context to the recipients.
They will receive an email with the link to your document and can view and download it.