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Share & snapshots

View-only links

Share your work with anyone by link. Nothing is shared until you turn a link on.

A view-only link lets someone look at your work without editing it. They don't need an account.

Nothing is shared by default #

No document has a link until someone turns one on. Each link has its own on/off switch in Share / Snapshots, so you always see exactly what's shared.

Only the project's editors can turn links on or off. In a staffing plan, that's the plan's author or the firm's (or project's) owners and admins.

There are two kinds of link.

The live link always shows the latest saved version. Whoever has it sees your edits once they're saved (when they reload).

Treat it as a working view. It shows work in progress, not an issued set.

Some tools, like staffing plans, don't have a live link. They share snapshots only.

Each snapshot can have its own link. A snapshot link shows that snapshot exactly as it was, and it never changes.

Use a snapshot link when you send something "as issued". To snapshot the current state and share it in one step, click Snapshot it as it is now and share that.

  1. Open Share / Snapshots.
  2. Flip the switch next to the live link or a snapshot.
  3. Click Copy and send the link.

The link box shows when the link was turned on and how many times it's been opened.

Flip the switch off and confirm. The link stops working right away. Pages that are already open close within a few minutes.

Turning a link off kills that address for good. If you turn it on again, you get a new address. The old one stays dead, so anyone who had it is locked out.

This is also how you deal with a leaked link.

Anyone with the link can open it in a browser. They don't need an account and they can't edit anything. If the link has a PIN, they type the PIN first.

A link can also open with a saved view, like specific filters or a dark theme.

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