Sharing & links
Two ways to share: invite people into a room, or send a single document by private link.
Invite people to a room
The usual way. Add someone by email and they can open the room after signing in with a one-time code. See Access & people for roles and who-can-do-what.
Share a single document by link
Sometimes one document needs to reach someone outside the room — a prospect, a partner. Ask to share it and you'll get a private link that opens with no sign-in required.
- The link only exposes that one document — never the whole room.
- It works until you turn it off. Ask to stop sharing and the link goes dead immediately.
A link is a snapshot — publishing doesn't update it
When you share a document, the link serves a copy taken at that moment. If you later edit and publish a new version, the room URL shows the update — but the existing share link keeps showing the version it was shared at. This is deliberate: a link you sent a client won't change under them unexpectedly.
- To send the newest version, re-share (you'll get a fresh link), or revoke the old link and share again.
- Revoke = delete the copy — the link stops working at once.
- Drafts (in staged rooms) are never reachable by a share link — only published versions can be shared.
Name your links
Give each link a name (and who it's for) when you create it, so you remember what you sent to whom — and so Analytics can show views per link. The web app's Shares tab lists every link with Copy, Rename, and Revoke.
Public rooms
A whole room can be made public when its contents are meant for anyone — a public FAQ, say. Most rooms stay private; make one public only on purpose.
