Important note
Sharing uses authenticated organization access. The recipient still needs the right membership to open the shared workpaper.
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Workpaper Agent / Overview
Share a workpaper
Use the current share dialog to copy a deep link or send an invite that returns a collaborator directly to the target workpaper.
Workflow
Setup workflow
Step 1
Open the workpaper you want to share
Start from the Builder, Studio, or related workpaper page you want another collaborator to access.
Step 2
Open the Share dialog
Use the current Share action from the workpaper page to open the share dialog.
Step 3
Copy the share link or send an invite
Copy the generated share link, or enter an email address and send the invite from the current dialog.
Step 4
Let the recipient authenticate and land on the workpaper
The recipient uses the link or invite flow, signs in, and is redirected back into the target workpaper route.
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