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Manage public sharing links

Use the Public Share dialog to create, review, copy and revoke public links for documents, reports, forms and workspaces.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Public Share dialog​

Open the item (document, report, form or workspace) you want to share and select the sharing option to open the Public Share dialog.

Open the Public Share dialog

In the dialog, review any existing public share entries listed, including their current access level and status.

Review existing public links

Choose the required access type (for example view-only or edit access) and use the control in the dialog to create a new public share link for the current item.

Create a new public link

Step 4: Copy the public share URL​

Once created, use the copy control in the dialog to copy the public URL so you can share it with stakeholders.

Copy the public share URL

If you need to remove access, select the relevant public share entry in the list and use the revoke option to disable that link.

Revoke an existing public link

Step 6: Resend an invitation or share via QR code (if available)​

Where enabled, use the resend invitation control or generate a QR code from the dialog so that recipients can access the shared item more easily.

Resend an invitation or share via QR code (if available)

Step 7: Review access notifications and errors​

Check any access confirmation notifications and, if something goes wrong, review the inline error banner in the dialog to understand what failed before trying again.

Review access notifications and errors

Last updated: 2026-09-01