Document ShareLink

5.2 Document ShareLink. Version 1.0. Last updated June 2025

Document Share Links 

In Contractor Workspace you can upload and store external documents within a job.

These documents may encompass various items such as photos, reports, quotations, invoices, and correspondence from your clients, such as job approvals. 

You can share these documents with third parties via a Share Link to Contractor Workspace, or you can create a link for third parties to upload their own documents to Contractor Workspace

From the main menu select Jobs. Locate the relevant job you wish to create the Share Link for. 

There are 2 Document Share Links available, 

• Share Upload Link – these links allow you to request documents, such as photos, to be uploaded to the Job. 
• Share Documents Link – these links allow you to share documents that exist on the Job with external parties. 

1. Document Upload Via Share Link 

Share Links can be created and sent out to external parties such as Customers and Subcontractors so they can upload documents such as Photos directly into the job.  

Navigate into the Documents tab from your job menu on the left-hand side of your job screen.  

Click the 'New Share Link' button that relates to the Share Upload Link. 

The ‘Share as Link’ pop up box will appear on the screen.  

The Valid Until date field will default to 1 month, you can adjust this with the calendar icon on the right- hand side.

  You can select the checkbox to enable anyone to view the link

Or you can opt for a specific contact.

Select the Document Type that accurately reflects what the uploaded documents should be categorised as.

Click 'Share' at the bottom of the pop-up window to create the Share Link.  

The pop-up window will close, and you will be able to see the share link you have created under the purple Share Upload Link banner.  

Once a Share Link has been created you can send it out of the job via Email to enable the recipient to upload documents to Contractor Workspace.

Note: You can also paste the sharelink as an SMS if your company uses this feature

2. Share Document Link via Email  

Click 'Email (Contact Name)' button next to the share link

This will open the Email blade on the right-hand side of your job screen. 

Click the Copy button next to the share link 

paste it into the body of the email.  

Edit your message with any additional information for the recipient

Select the classification for the recipient from the drop down menu

Send Email

Viewing the Shared Documents Via the Share Link

Once the Share Link has been received the external party will be able to open the link to view the shared documents. They will not have access to any other part of the job or Contractor Workspace.  

 Job Details show at the top of page.  
  

Document shared viewable.  

Click Download to download and keep a copy of the shared document.