How do I create and use a share link?

1What is a share link?

A share link is a browser link to a saved IRQDocs document.

It can be used for:

The recipient sees a read-only version of the document.

The link is separate from the document editor and does not give the recipient access to your Dashboard.

2Who can create a share link?

Share links are available to signed-in users with saved documents.

To create one, you need:

A document created without signing in can still be previewed and downloaded, but it must be saved to an account before a share link can be created.

3Open the saved document

Sign in and open the Dashboard.

Find the invoice, quote or receipt you want to share.

You can either open the document or use its Dashboard actions.

1. 1Sign in
2. 2Open Dashboard
3. 3Find the saved document

4Select Share PDF link

Select “Share PDF link”.

IRQDocs creates or retrieves the active link for that saved document.

The share dialog explains: “Anyone with this link can view [document type] [document number].”

The dialog displays the link and the available actions.

5Copy or preview the link

The Share PDF link dialog includes:

Select “Copy” to place the URL on your clipboard.

After a successful copy, the control displays “Copied”.

Select “Open preview” to check the recipient view in a separate browser tab.

Select “Done” to close the dialog.

6What can the recipient do?

A recipient with the active link can:

The recipient does not need to sign in.

The recipient cannot:

7What does Shared mean?

After a share link is created, the document status on the Dashboard becomes “Shared”.

This means the saved document currently has an active read-only link.

It does not mean that IRQDocs has confirmed the recipient opened, downloaded or accepted the document.

8How many active links can I have?

The active-link allowance depends on the account plan.

The limit applies to active links, not the total number of documents you have created over time.

9What happens when I edit a shared document?

When a meaningful edit is saved to a shared document, IRQDocs clears the existing share link.

The document returns to “Draft”.

The old link stops working.

This prevents the previous link from continuing to show a document after you have changed the saved version.

1. 1Edit the shared document
2. 2Save the meaningful change
3. 3The old link is removed
4. 4The document returns to Draft
5. 5Review and create a new link

10How do I create a replacement link?

After editing the document:

1. 1Review the updated details
2. 2Save the document
3. 3Return to the Dashboard or document controls
4. 4Select Share PDF link
5. 5Copy the new URL
6. 6Preview it before sending

The replacement link is a new URL.

Send the new link to anyone who needs the updated document.

11Why might a share link stop working?

A recipient may see “Document not found” and “This share link is no longer available.”

This can happen when:

Check the document in your Dashboard and create a new share link when the updated document should remain available.

12What should I check before sharing?

Review the document again whenever you create a replacement link.

For the detail expected on a new document, see how to create an invoice. If you are unsure which document to send, compare invoices, quotes and receipts.

Share-link lifecycle at a glance

1. 1Save

   The document must be saved to a signed-in account.

2. 2Create

   Share PDF link creates an active recipient URL.

3. 3Share

   The recipient can view the document and download its PDF.

4. 4Replace

   A saved meaningful edit removes the old link so you can create a new one.