👥 Sharing & Collaboration Tutorial
Invite teammates and clients to collaborate on any document. Set roles, manage pending invites, and revoke access at any time.
Open Sharing & Collaboration →
Spread (Spreadsheet)
Writer
Draft
Decks
E-Sign
Scanner
Invoicing
Payroll Books
Tax Prep Suite
Sharing & Collaboration
Getting Started
1
Open any tool
Collaboration is available in Spread, Writer, Decks, Draft, and the PDF Editor.
2
Click Share
Look for the purple Share button in the toolbar, or press Ctrl+K.
3
Enter email & role
Type your collaborator's email. Choose a role: Viewer (read-only), Editor (full edits), or Admin (can also invite others).
4
Add a personal message
Optionally add a personal note. It appears in the email they receive.
5
Send the invite
Click Send Invite. They'll get a branded email with a one-click accept link.
6
Manage invites
Pending invites are listed in the Share modal. Click Revoke to cancel access at any time.
7
Copy share link
Use Copy Link to share a direct URL. Anyone with the link can request access.
⚓ Keyboard Shortcuts
Ctrl+KOpen Share modal from any tool
📱 Mobile Tips
Share on mobile
Tap the purple Share button in the toolbar. The modal is optimized for touch.