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Sharing files, notes and meetings

Anything in Knowledge can be shared two ways: with people in your teams, or by a link for someone outside.

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Knowledge

Projects 3 Ask or find⌘K Indexing New note
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PDF
Northwind-contract.pdf
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Q3-forecast.xlsx
PPTX
Board-deck.pptx
Share link

Create a public link to share this file with anyone.

Create link

Revoke it when you are done

Creating a share link, then revoking it
  1. Share links come from the file menu
  2. Anyone with the link can open it
  3. Revoke it when you are done

Sharing with a team

Share a project with a team and everyone in it gets its files, notes and meetings. See projects and teams.

Share links

If you own a file, choose Share link from its menu and then Create link. Anyone who has the link can view and download the file without a Metir account. The link is long and unguessable, but it is not password protected, so treat it as something you would send to a specific person rather than post publicly.

Revoking

Choose Revoke link. Once revoked, the link stops working immediately.

Comments

Comment on a file so the discussion lives with the document instead of in a separate thread.

A share link works for anyone who has it. Revoke it once the reason for it has passed.

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