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

Step 1

Open the workpaper you want to share

Start in Truewind on Workpaper Agent template. Open the exact workpaper page you want another collaborator to land on.

Screenshot showing the target workpaper open in Workpaper Agent Studio

Step 2

Click Share

This uses the Share action in the current workpaper toolbar so you can open the share dialog.

Screenshot showing the Share dialog opened from the workpaper toolbar

Step 3

Copy the shareable link

Click on the copy button to share the link with your collaborators. it.

Screenshot showing the copy button for the shareable workpaper link

Step 4

Send invite to email address

Type the collaborator’s email into the Send via email field and click Send invite.

Screenshot showing the Send via email field for inviting a collaborator

Step 5

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.

Screenshot showing the recipient invitation email with the sign-in button

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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