Share a workpaper

Share a workpaper when another collaborator needs direct access to the current workflow, resulting in a deep link or invite that returns them to the target workpaper.

Workflow

Setup workflow

Step 1

Open the workpaper you want to share

Open the exact Builder, Studio, or review workpaper page you want another collaborator to land on.

Step 2

Click Share

Use the Share action in the current workpaper toolbar to open the share dialog.

Step 3

Wait for the shareable link to appear

Let Studio generate the signed share link before trying to copy or send it.

Step 4

Copy the link or enter an email address

Either copy the generated link directly or type the collaborator’s email into the invite field.

Step 5

Click Send invite when sharing by email

Send the invite from the current dialog only after the email address is correct.

Step 6

Have the recipient complete sign-in

The recipient uses the link or invite flow, signs in, and is redirected back into the target workpaper route with organization access.

Important note

Sharing uses authenticated organization access. The recipient still needs the right membership to open the shared workpaper.

FAQ

What is the difference between copying the link and sending an invite?

Copying the link gives you the generated share URL directly. Sending an invite uses the same target route but also emails the recipient through the current membership flow.

Will the recipient get access without signing in?

No. The share flow still depends on authentication and organization membership before the recipient can open the workpaper.

Limitations

Sharing is membership-based

The share flow deep-links users into the workpaper after sign-in, but it does not create a separate anonymous or document-only permission model.

Troubleshooting

The recipient clicked the link but still cannot see the workpaper.

Confirm they completed sign-in with the invited account and that the organization membership was created or accepted successfully.

The Share dialog does not show a link immediately.

Wait for the signed share link to finish generating before trying to copy it or send an invite.

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