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Manage document share links and access types

Use the Document Share dialog to create an email-gated share link so external stakeholders can access a specific document securely.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Document Share dialog for your document​

Open the document you want to share, then choose the option to manage or share the document so the Document Share dialog appears with share options for that file.

Open the Document Share dialog for your document

Step 2: Choose the email-gated access option​

In the dialog, select the email-gated access type so that only people whose email addresses you specify can use the share link.

Choose the email-gated access option

Step 3: Enter authorised email addresses​

In the email field, type the email address of each person who should be allowed to access the document via the gated link, ensuring the list is accurate before continuing.

Enter authorised email addresses

Select the Create share link button to generate a new email-gated link; a confirmation toast appears making it clear that the link is email-gated rather than a public share.

Create the secure share link

Last updated: 2026-08-04