Share Docs on the mobile app

Choose who can see your Docs and their permissions from the mobile app!

What you'll need

  • Docs are available on all ClickUp plans.
  • You can share Docs with:
    • Everyone in the Workspace, excluding guests.
    • Specific people and Teams, including guests.
    • People you invite to your Workspace while sharing a Doc.
    • Specific tasks or locations.
    • Individuals outside your Workspace by inviting them.
  • Guests with edit permissions can edit and delete Docs.
  • Guests cannot protect or unprotect Docs.
  • Docs can be made private on our Business Plan and up.
  • Docs created in Docs Hub are private by default on our Business Plan and up.

Share a Doc on mobile

On the Free Forever Plan, Docs are public to your entire Workspace. Users on the Unlimited Plan and above can share Docs with specific locations within your Workspace Hierarchy.

To share a Doc on the mobile app:

  1. Open the Doc.
  2. In the upper-right corner, tap the share icon. 
  3. Tap Share entire Doc.
  4. You'll be in the Permissions tab, where you can see the Doc's access level, people who were invited to the Doc, and people with inherited access to the Doc.
    Screenshot of the Share menu.png
  5. Edit access level and share the Doc. Options vary depending on your user role and whether or not you created the Doc. You can take the following actions:
    • To choose between Workspace, limited, and private access, tap the expand icon in the Access Level section.
    • To edit permissions, tap a person or Team and select a new permission level.
    • To share the Doc with someone new, tap the search bar, type their name, and tap their name when it displays.
    • To invite someone to your Workspace and share the Doc, tap Invite at the bottom. Enter their email address and tap Invite.
    • To stop sharing the Doc, tap a person or Team and select Remove from Doc.
    • To copy the Doc URL, tap Copy link at the bottom.
    • To copy the Doc and quickly share it across other apps, tap Share at the bottom.
    • If you made the Doc publicly available on the web, you can copy the public link by tapping Public link at the bottom.

Share a Doc publicly on the web

To share a read-only version of a Doc publicly on the web from the mobile app:

  1. Open the Doc.
  2. In the upper-right corner, tap the share icon. 
  3. Tap Share entire Doc.
  4. At the top, tap the Public tab.
  5. Tap Publish.

    This makes the Doc publicly available via URL on the web.

  6. Choose your sharing settings:
    • Expire link after: Enterprise Workspaces can choose when the link expires.
    • Allow search engines: You can also allow search engines to receive your Doc's data for optimization purposes. This does not make the link or your Doc's data searchable in search engines.
    • Protected: Protect or unprotect the Doc.
      Screenshot of the Public tab in the Doc sharing modal on mobile.png
  7. Preview the shared Doc by tapping Preview in the upper-right.