Overview:

Efficiently manage document sharing in ClickUp by implementing private sharing features. Elevate user collaboration and simplify access control by securely sharing documents with relevant stakeholders. This guide offers a straightforward process to create and share documents privately within ClickUp, ensuring enhanced efficiency and clarity in document management within the platform.

1. Start from your ClickUp workspace.

1 Click on "Agenda items fr..."

2. Find and select the 'Docs' option.

2 Click on "Docs"

3. Choose the particular project note you are interested in.

3 Click on "Project Notes
2"

4. Look for the sharing icon and click on it.

4 Click here

5. Turn on the public sharing by toggling the switch.

5 Click here

6. Opt for more configurations by clicking on 'Advanced settings'.

6 Click on "Advanced settings"

7. If you wish, send a private invite via email.

7 Click on "Copy link"
8 Upload

Create your own step-by-step demo

Scale up your training and product adoption with beautiful AI-powered interactive demos and guides. Create your first Supademo in seconds for free.

Don't miss out on the latest news. Sign up now to get access to the library of members-only articles.

Sign up