Share a document

Control who can access your document and how they interact with it.

Sharing a document lets you collaborate with your team or send read-only access to others outside your business. Wonderly offers different ways to share so you can control access based on who needs it and what they need to do.

Method 1: Share with specific people or a workspace

When to use: Use this when you want to control access for team members or groups inside your business.

1. Open the document you want to share.

2. Click Share in the top-right corner.

3. Add the people or choose the workspace you want to share with.

4. Set the permission level for each.

5. Click on Invite.

Expected outcome: The document is now accessible to the people or workspace you selected with the permissions you assigned.

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Method 2: Share with a public link

When to use: Use this when you need to send a document to someone outside your business.

1. Open the document you want to share.

2. Click Share in the top-right corner.

3. Go to the Publish (Share externally) tab.

4. Click on Publish and copy the link URL.

5. Paste the link wherever you want to share it.

Expected outcome: The document is shared, but access is limited to read-only through the link.

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FAQ

Can I see who has access to my document? Currently, there is no way to see who is accessing your document externally.

Will clients be able to edit my document? No, public links are always read-only.

Can I stop sharing a document after I send it? Yes, go back to the 'Publish (Share externally)' tab and select 'Unpublish' to disable the link.