Share a generated document with your team
Use the share dialog to copy links and control who can access a generated document.
This guide is designed for project manager.
Steps
Step 1: Open the share dialog
Open the generated document and click the Share button to display the share dialog showing the current sharing options.
Step 2: Review current sharing settings
In the dialog, review who currently has access to the document, such as specific people, your organisation, or anyone with the link.
Step 3: Adjust access level
Choose the appropriate access level, for example limiting access to named collaborators or allowing anyone with the link to view or comment.
Step 4: Copy the share link
Use the Copy link action in the dialog to copy the document URL to your clipboard so you can paste it into emails, chats, or project tools.
Step 5: Confirm and close
Confirm your sharing choices, ensure the correct recipients have access, then close the dialog to return to the document.
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Last updated: 2026-09-01