Public Links and QR Codes
Connected to the same project, people, permissions, and AI context.
Share a note, document, route, form, content page or other item by public link or QR code, see its total views, and let interested visitors leave their name and email.
Connected to the same project, people, permissions, and AI context.
Connected to the same project, people, permissions, and AI context.
Connected to the same project, people, permissions, and AI context.
Connected to the same project, people, permissions, and AI context.
Connected to the same project, people, permissions, and AI context.
To share a document by link, create a public link from the item and send that link to the person who needs to read it. The Sharing Hub lists every public link in a project, with its total view count, any leads from the I'm interested section, and a switch that turns each link off. Anyone who has a link can open it, so check the item and turn the link off when the reader no longer needs it.
| Job | App | What it does here |
|---|---|---|
| Create a link for one item | Documents | Open a document, create a public link, then copy it or display its QR code for printed material. Use one link per item, so turning a link off affects only the item it opens. Read-only links suit a proposal or a price list that others only need to read. |
| Send a case update | Customer Care | Share a case as a read-only link when the customer needs to see it. The link needs no account, so the customer does not have to log in. Turn the link off when the case is closed, and send any follow-up through the case itself. |
| Track views and interest | Sharing Hub | Each link shows a total view count. Turn on the I'm interested section to let visitors leave a name and email; those leads appear in the Sharing Hub for you to review. Views and leads are totals, not a record of who opened the link. |
| Share a route with a driver | Routes | Share a route as a public link so people outside the team can follow the stops. The hub reports views but not where visitors are, so do not expect location data. Turn the link off after the trip so the route stops being public. |
| Publish a one-page brochure | Content Creator | A content page can be shared by link, and its I'm interested section can ask for a name and email. Use it for one page a visitor reads, such as a brochure or a price guide. A full intake with several answers belongs in a form instead. |
Decide which item the reader needs this week, such as a price list for a supplier or a route for a driver. Share only that item, and check its contents first, because anyone with the link can open it. A link nobody needs should not exist.
Sharing HubCopy the link and send it with one sentence that says what the reader should do, such as confirm the delivery date. Keep one link per audience, so turning one off does not cut off another group. For printed material, show the QR code instead of a long address.
Open the Sharing Hub and read the total views for each active link. A high count on a price list shows that people are reading it, though the hub does not show who they are. Use the total as a signal, and follow up directly with the people who need an answer.
Sharing HubIf you turned on the I'm interested section, open the leads for each item and read the name and email each person left. Leads stay in the Sharing Hub and are not added to Customer Management, so record the ones you act on yourself. Contact each lead from your own email.
Review the list and turn off links for events that are over, prices that changed and cases that are closed. A disabled link stops working for visitors, so confirm nobody still needs it first. Delete a link only when its record is no longer useful.
Sharing HubDecide which press assets go out by public link and which are sent only when someone asks.
Decide what a visitor receives in exchange for a name and email before you switch on I'm interested.
Use a form, not the I'm interested section, when a buyer must send scope, quantities and timing.
Choose the questions a public page must answer before you share its link.
A public link works until someone turns it off or deletes it, and links have no password or expiry setting. Set a monthly review, and turn off links for finished events, old prices and closed cases while you are there.
Each link shows one total view count. It does not show who opened the link, where they were, or whether they were a repeat visitor. Use the total to see interest, and treat the leads list as the only list of people who chose to leave their details.
A public link is open to anyone who has it, so check the item for internal names, notes or figures before you create the link. Review it before the link goes out, not after a customer has forwarded it on.
Feature evidence: the sharing service item types, the sharing modal and the Sharing Hub dashboard. A public link is open to anyone who has it, and it has no password or expiry setting.
Open the document, create a public link and copy it to the person who needs it. Anyone with the link can open the document, so check its contents first. Turn the link off from the Sharing Hub when the reader no longer needs it.
No. Team files live in Documents, where everyone on the project can find them. The Sharing Hub creates public links for people outside the team, such as a customer or a visitor, and each link is open to anyone who has it.
No. Each link shows a total view count, with no referrer, location or unique-visitor reports. The people you can contact are those who chose to leave a name and email with the I'm interested section.
No. Public links have no password or expiry setting, so you turn them off yourself when they are no longer needed. Check the Sharing Hub once a month for links that should be closed.
Yes. Each public link can be shown as a QR code, which helps when a link appears on printed material. Test the link on a phone before you print, and remember that the code opens the same public link.
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