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Share a project document via public link or QR code

Use the document share dialog to create, configure and manage public share links and QR codes for a selected project document.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document share dialog​

From your project view, locate the document you want to share and select the option to open its share settings, which displays the document share dialog.

Open the document share dialog

In the dialog, review any existing active public shares for the document, including access type, expiry information and usage details.

Review existing public share links

Step 3: Choose the access type for a new share​

In the sharing options area, select whether the new share should be public, email-gated or password-protected, depending on the level of control you require.

Choose the access type for a new share

Step 4: Configure security and access limits​

If needed, enter a password, allowed email addresses, expiry in days and maximum access count to restrict who can open the shared document and for how long.

Configure security and access limits

Step 5: Add a custom title and description​

Optionally provide a custom title and description for the share so recipients see clear context when opening the shared document.

Add a custom title and description

Confirm your settings and create the public share so the system generates a unique share URL for the document.

Create the public share link

Step 7: Copy the share URL​

Use the copy button next to the newly created share to copy its URL to your clipboard and share it with stakeholders via email or chat.

Copy the share URL

Step 8: Generate a QR code for the share​

For any active share link, select the QR code option to generate a QR code that recipients can scan to open the document directly.

Generate a QR code for the share

Step 9: Download the QR code image​

After generating a QR code, use the download option to save the QR image as a file you can add to reports, slides or printed materials.

Download the QR code image

Step 10: Revoke an existing public share​

When access is no longer required, use the revoke option on an active share to immediately disable the link and any associated QR code.

Revoke an existing public share

Last updated: 2026-07-31