Before you begin
A document link may grant more access than intended.
Recommended workflow
Check the recipient and the sharing scope in both the application and the storage provider where applicable. Test access for the intended recipient.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Removing a link from a note may not revoke access at the external storage provider.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team