Sharing and exporting FAQ
How to get an SOP in front of someone outside the app, and how to get your SOPs out of SOPCompass when you need a file.
There are two ways to hand an SOP to someone outside the app: a share link (which also powers embeds and QR codes) and a file (PDF or Word). Share links stay current as you edit; files are a snapshot of the moment you made them.
Note: Anyone who has a share link can read that SOP, so treat links like keys. Give links an expiry when the need is temporary, and revoke any link you no longer need.
More detail:
- Embedding SOPs in websites, help desks, Notion, Confluence and Google Sites
- QR codes
- Exporting to PDF and Word
- Slack
Common questions
How do I share an SOP with someone who doesn't have an account?
Open the SOP, press Share and create a share link. Anyone with the link can read that one SOP without signing in. Give each link a label, such as the crew or vendor it is for, so you know which is which later. Editors, admins and owners can create links.
Can share links expire?
Yes. Choose Never expires, 7 days or 30 days when you create the link. An expired link stops opening on its own.
How do I cut off a share link?
Press Revoke next to it in the Share window. Anyone holding the link loses access immediately, and every embed and QR code made from that link stops working too.
Can I see whether a link is being used?
Yes. Each link shows how many times it has been opened. Loads of an embed made from the link count as opens.
What does someone see on a share link?
The SOP's title, sections, steps, screenshots and videos, the workspace name and the SOP owner's email. They can tick checklists as they go (saved only on their own device) and print the page. They can't comment, edit, or see anything else in your workspace.
Do share links show edits I make later?
Yes. A share link always shows the current SOP, so an update reaches everyone holding the link, every embed and every printed QR code without resending anything.
Can I put an SOP on another website or tool?
Yes. Every share link has Copy embed code and Copy embed link, for websites, intranets, help desks, Notion, Confluence and Google Sites. See the embedding guides in the Integrations section.
Is there a QR code?
Yes. Every share link has its own QR code, which you can download as an image and print for a workstation, vehicle or back room.
Can I share an SOP to Slack?
Paste a share link into Slack and it unfurls with the SOP's title, your workspace name and its step count. There is no Send to Slack button in customer workspaces, and workspaces can't connect their own Slack yet. See the Slack article in Integrations.
How do I get an SOP as a PDF?
Choose Print or save as PDF from the SOP's More menu, then pick Save as PDF in your browser's print dialog. The printout includes the workspace name, the last updated date, the owner, every section and step, and the screenshots. Share pages have a Print button too.
Can I download an SOP as a Word document?
Yes. Choose Download as Word from the SOP's More menu for a .docx file with the headings, steps, tables, links and screenshots, including the highlight box on each screenshot. Anyone who can open the SOP in the app can download it.
Can I export everything at once?
There is no one-click export of a whole workspace in the app yet. PDF and Word work one SOP at a time. On Business, the API can read every SOP in full, including cards, steps and image links. Or email support@ironbridgeaiadvisory.com and we will provide an export of your SOP content.
What happens to videos when I print or export?
A video can't go on paper or into Word, so it becomes a line that reads 'Video: watch it in SOPCompass' with a link to the SOP.