How do I create and share a document?

Open Documents in the expert app and create a new document. The editor receives a private expert URL and a separate customer URL, so sharing the result never exposes the editing screen.

Check access before sharing

Open documents can be viewed by anyone with the link. You can instead use a four-digit access code or close the document. Test the customer link in a private browser before sending sensitive work.

Use the status for progress

Draft, Live, and Done describe the writing state. Visibility controls whether the customer can view it. Marking a document Done freezes editing but does not by itself make the link private.