Share gives someone outside your organisation a read-only link to an audit: its steps, the gaps found so far and each requirement with the auditor's check. With Show evidence on, they also see the records, photos and documents behind each requirement.
Each person gets their own link, so you can revoke one without affecting the others. Client names are never shown, and staff show as initials.
Step 1
Open your audit
In the side menu, click Audits, then click your audit.
Step 2
Click Share
At the top of the audit, click Share.
Step 3
Say who can open it
Under Who can open it, enter their email address. To share with several people, separate them with commas; each gets their own link.
Step 4
Choose what they see
Leave Show evidence on to include records, photos and documents. Turn it off to share progress only, for example with an executive.
Step 5
Choose how long, then make the link
Choose how long the link stays open: 30, 90 or 7 days. The line shows the day it ends. Click Make link.
Step 6
Copy and send it
Click Copy link, then send it to them yourself. Nothing is emailed from here.
Step 7
One link each
Each person gets their own link, and you can revoke any one later.
Step 8
What they see
Their link opens a read-only page of the audit: its steps, the gaps found so far and each requirement with the auditor's check. With Show evidence on, it also shows the records behind each requirement.
Step 9
Manage who it's shared with
Once shared, Shared with at the top of the audit lists each link with what it shows, when it ends and how often it was opened. Click Revoke to stop a link straight away.
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