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How to export and share Documents

Applies to user roles: Account Owner, Manager, User

Available on platforms: Vatix Workspace web app

How to share a Document with a public link

Public links allow you to share documents in read-only mode with people who are not part of your Vatix Workspace.

To share the link:

  1. Go to 'Documents' in the left sidebar.
  2. Open the Document you want to share.
  3. Click the three-dot menu in the top-right corner.
  4. Click 'Share Document'.
  5. In the sharing window, enable the sharing link.
  6. Click 'Copy link'.

Note: The link shows the latest published version, not unpublished drafts.

How to export a Document

  1. Go to 'Documents' in the left sidebar.
  2. Open the Document you want to export.
  3. Click the three-dot menu in the top-right corner.
  4. Click 'Export as PDF' or 'Export as DOCX'.

The file will be downloaded automatically to your device.