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Annotated knowledge base showing document status, scopes, linked deals, and sharing controls. Use document sharing when a generated document should be accessible through a share link.

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Share a document

  • Open the generated document.
  • Use the share action to create a share token.
  • Copy the shared URL and send it only to intended recipients.
  • Use the revoke share action on the document.
  • Revoking removes the share token for that document.
  • Revoking a document link does not delete the document.

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Access notes

  • Shared document viewing is separate from internal document visibility.
  • Download access follows the shared or authenticated document route being used.
  • If a document is linked to deals, review linked deals before changing visibility or deleting it.
Last modified on June 8, 2026