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Share a project document with a secure link

Use the document share dialog to create a new share link with the appropriate access controls for your stakeholders.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document share dialog​

From your project documents area, open the document and select the option to share it, which opens the Document share dialog showing sharing options for the selected file.

Open the document share dialog

In the Document share dialog, select the required access type for the new share link, such as an email-gated link that restricts access to specified email addresses.

Choose the access type for the share link

Step 3: Enter allowed recipient email addresses​

For an email-gated share, type one or more authorised email addresses into the email field so that only those recipients can open the shared document.

Enter allowed recipient email addresses

Click the Create share link button to generate the new share URL; the system will confirm creation with a toast message that clearly reflects the chosen access type, so you know whether the link is public or gated.

Create the secure share link

Last updated: 2026-07-31