Share Direct Content Links with Your Team

You can share precise links to modules, document sections, or files in Plannerly to streamline collaboration. Below are several ways to do that and when each method is best used.

1. Share the current module URL

When you are inside a specific module such as Docs, Scope, or Verify:

1. Copy the URL from your browser.
2. Paste and share it with teammates.

2. Copy a link to a specific document section

To guide someone directly to one section in Docs:

1. Click the three dots (⋮) next to the section title.
2. Select Copy Link.
3. Share the link with your team.

This is useful for referencing between sections or pointing others to a specific document part.

3. Share a public URL of the document

To share content with people outside of your project:

1. In File Manager, click the three dots (⋮) on the file.
2. Choose Make URL Public.
3. Select Copy URL and share.

Anyone with that link can view the file if your project settings allow it.

4. Download and share a file

If you prefer to send the file directly:

1. In File Manager, click the file’s three dots (⋮) menu.
2. Select Download.
3. Share it by email, chat, or another method.

5. Invite a team member directly

Instead of sharing a link, you can invite colleagues directly into the project with the appropriate permissions:

1. Go to your Project Settings.
2. Select Manage Roles and Permissions.
3. Enter your teammate’s email address.
4. Assign them as a Manager, Editor, or Viewer.
5. Click Invite.

This gives them access immediately without needing to follow a separate link.

Choosing the right sharing method