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Sharing a Document or Handbook

Share a document or handbook with a private audience, a public link, or both.

Written by Diane Marshall

You can share a handbook or document with your audience privately, publicly, or both, and you can set it all up whether the document is already live or still a draft.

  • A private audience - specific people who sign in to view and sign the document.

  • A public link - anyone who has the link can view it, no sign-in required.

Here's how to set up each one.

Open the sharing panel

Click Share in the top right of the document editor. You can also hover over the document on your Home page or Document Library and click Share from there.

This opens the Document Sharing panel, with three tabs across the top:

  • Collaborators - who can edit the document with you.

  • Audience Members - who can view it (your private audience).

  • Public Link - anyone with the URL, no sign-in required.

Share with a private audience

Audience Members are the people who sign in to view, and if you ask for it, sign, the document. Switch to the Audience Members tab to set who they are.

Most handbooks go to everyone in the organization. Turn on Employees at [your organization] to share with your whole team. Blissbook uses the employee list you give it as that audience, so any change to that list carries down to every document shared this way.

To share with only some people instead, click Add and search for a person, group, or saved segment. Note: add at least one person, group, or segment before you turn off Employees at [your organization]. The audience can't be empty.

Share with a public link

A public link lets anyone who has it view the document without signing in. Switch to the Public Link tab, turn the toggle On, then copy the URL with the copy button.

Because a public link skips sign-in, it doesn't track who viewed or signed. For when to use each, see Private vs "Public" Links.

Set it up before you go live

You don't have to wait until a document is published. Open Share on a draft and set the audience or public link now. The links won't work for your audience until you publish the document, but everything's ready the moment you do.

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