Role
Set viewer, commenter, editor, template user, or owner.
Prepare client links, source files, templates, permissions, comments, proofs, and delivery folders without creating version chaos.
Sharing creative work is a production step. People need to know whether they are reviewing, editing, approving, downloading, or reusing the file.
How to approach it: The share link should answer the question before the recipient asks it: view, comment, edit, download, or approve.
Creative software only works when the idea can survive the handoff: source files, edits, formats, brand assets, and the version someone else can open.
Set viewer, commenter, editor, template user, or owner.
Label proof, source, final, and archive clearly.
Include what feedback is needed and by when.
Remove edit access when the handoff is finished.
Start with the tool closest to the task, then move sideways when the file, account, setting, or handoff changes.
Use this when share is the next thing that has to work.
Use this when share is the next thing that has to work.
Use this when share is the next thing that has to work.
Use this when share is the next thing that has to work.
Use this when share is the next thing that has to work.
Use this when share is the next thing that has to work.
Set viewer, commenter, editor, template user, or owner.
Label proof, source, final, and archive clearly.
Include what feedback is needed and by when.
Remove edit access when the handoff is finished.
Three fast entry points for the most common version of this job.
A clean first guide for share in the Creative lane.
A clean first guide for share in the Creative lane.
A clean first guide for share in the Creative lane.
Practical answers for the decisions people make before changing settings, sharing files, or resetting the tool.