Forms, records and documents

Sharing

Sharing gives someone access to one specific item you've already reviewed, for example sending a customer their finished certificate.

Share something

1. Use the share button on the file, document or page itself.
2. Use the link it gives you, rather than typing or guessing one.
3. When it should stop circulating, revoke it through the same screen.

Before you start

A signed-in workspace member keeps their normal access; a share link only opens the one item it was made for. Revoking a share link doesn't remove anyone's separate workspace membership. Check you have the exact right link and item before you revoke or replace it.

Show the sharing options for this item, including whether it needs sign-in or uses a specific share link. Do not create, send, revoke or replace a link.

Find the reviewed [document] for [recipient]. Tell me whether it is already shared and ask before creating or changing access.

Related help

• Files and storage
• Documents and artefacts

Who this is for

People sending a file or document outside the workspace.

Where to find it

Use the share control for the file, artefact or page you have reviewed.

Checked

2026-09-23

Show the sharing options for this item, including whether it needs sign-in or uses a specific share link. Do not create, send, revoke or replace a link.

Find the reviewed [document] for [recipient]. Tell me whether it is already shared and ask before creating or changing access.