Share links and QR codes

A share link lets anyone read one SOP without signing in. Use it for contractors, vendors, clients or field staff who do not have a login.

Create a link

Editors, admins and owners can create share links.

1. Open the SOP.
2. Click Share.
3. Optionally describe what the link is for, such as “Saturday crew”. This label helps you tell links apart.
4. Choose Never expires, Expires in 7 days or Expires in 30 days.
5. Click Create link.

Each active link shows its label, its address, how many times it has been opened and when it expires.

Use a link

For each link you can:

• Copy link to paste it into a message.
• Download QR to get a QR code image for a break room wall, a job site or a printed checklist.
• Copy embed code or Copy embed link to show the SOP on another site. See Embedding SOPs.
• Revoke to cut off access immediately.

What people see

The share page shows your workspace’s name, the SOP title, its owner and every card and step, with screenshots, highlight boxes and videos. Readers can:

• Tick checklists (saved on their own device).
• Enlarge the text with Aa.
• Print or save it as a PDF.

The screen stays awake while it is open, where the browser supports it. Comments, history, quizzes and “Watch this step” are not on the share page.

If a link has expired or been revoked, the page says “This link isn’t valid.”

Links for shared-in SOPs

A share link is created under the workspace you are in. That means you can share an SOP from a library shared into your workspace with your own field staff.

Sharing in Slack

Paste a share link into Slack and it unfurls with a preview. There is no Send to Slack button in customer workspaces yet; see Slack.