How to Share Docs in ClickUp on Mobile

The ClickUp mobile app makes it easy to share Docs with teammates, clients, and guests while you are away from your computer. This guide walks you through every step to send links, manage permissions, and control access from your phone or tablet.

Using the mobile app, you can quickly copy a secure link or share Docs directly through your device’s native share options. You can also adjust who can view, comment, or edit so your information stays protected.

Overview of Doc Sharing in ClickUp

Docs in ClickUp are flexible documents you can share internally with your Workspace or externally with guests. On mobile, you can:

Copy a public or protected link to a Doc.
Share the link through any app on your device.
Control who can access the Doc.
Update permissions at any time.

The sharing experience is optimized for a small screen, so you can complete all essential actions with just a few taps.

Open a Doc in the ClickUp Mobile App

To start sharing, you first need to open the Doc in the ClickUp mobile interface. Make sure you are signed in to the correct Workspace on your device.

Open the ClickUp mobile app on your Android or iOS device.
Navigate to the relevant Space, Folder, or List where your Doc is located.
Tap the Docs section or locate the specific Doc from your views.
Tap the Doc name to open it.

Once the Doc is open, you can access sharing options from the top of the screen.

Access the ClickUp Doc Share Menu

Every Doc in the ClickUp mobile app has a dedicated share menu. This is where you will configure access and grab your link.

With the Doc open, locate the Share icon near the top-right corner of the screen.
Tap the Share icon to open the sharing panel.

The share panel displays link options, permission controls, and any existing sharing settings applied to the Doc.

Share a ClickUp Doc Link

You can share a Doc by copying its link and sending it through your preferred communication channels, such as email, chat apps, or SMS.

Copy a ClickUp Doc Link

Open the share panel for your Doc.
Look for the option to Copy link or similar wording.
Tap Copy link. The link is now saved to your device clipboard.
Paste the link into your chosen app or message.

This method is useful when you want to paste the Doc link into tools not directly integrated with ClickUp.

Use Your Device Share Sheet with ClickUp Docs

The ClickUp mobile app also connects to your device’s native share options so you can send links in fewer steps.

Open the share panel from your Doc.
Tap the system share option (often labeled Share on your device).
Select your preferred app, such as email, messaging, or social tools.
Confirm the message or post that includes the Doc link.

Using the share sheet provides a quick way to send Docs to frequent contacts or apps you already use on mobile.

Manage ClickUp Doc Permissions on Mobile

Before or after you share a Doc, you may need to adjust who can access it. The ClickUp mobile app allows you to manage permissions directly from the share screen.

Set Access Levels for a ClickUp Doc

Depending on your Workspace settings and role, you will see various access options. Typical settings can include:

Private to specific people: Only selected members or guests can open the Doc.
Workspace access: Everyone in the Workspace can view or collaborate.
Public with link: Anyone with the link can access, based on the permissions you choose.

To adjust these from the mobile app:

Open the Doc and tap the Share icon.
Review the current access setting shown at the top of the share panel.
Tap the access option to change it.
Select the level that matches your security and collaboration needs.

Changes you make on mobile take effect immediately across all platforms.

Adjust Viewer, Commenter, and Editor Rights

For people who can access the Doc, you may also be able to choose whether they can view only, comment, or fully edit.

From the share panel, find the section listing people or groups with access.
Tap a person or group name.
Select the appropriate role, such as View, Comment, or Edit.
Save or close the panel to apply the update.

Use view-only access for sensitive Docs and grant edit access for collaborative drafting or brainstorming.

Share ClickUp Docs with Guests and Clients

Many teams use Docs for client briefs, project summaries, or shared reports. With the ClickUp mobile app, you can invite external guests or send public links while maintaining control over permissions.

Invite Guests to a ClickUp Doc

Open the Doc and tap the Share icon.
Look for an option like Invite people or Add guests.
Enter the email address of the guest.
Choose the access level, such as view-only or comment.
Confirm to send the invitation.

Guests will receive an email with instructions to open the Doc. Their access can be updated or removed at any time from the same share panel.

Use Public Links Carefully in ClickUp

Some Workspaces allow Docs to be accessible to anyone with the link. This is ideal for public documentation, help guides, or marketing content.

Enable public access only when information is safe to share widely.
Limit capabilities to view-only if edits are not required.
Disable public access when the content is no longer meant to be shared.

You can toggle public access from the Doc share panel whenever needed.

Best Practices for Sharing ClickUp Docs on Mobile

To keep your content secure and organized, follow these good habits when sharing Docs in the ClickUp mobile app:

Double-check the access level before copying or sending a link.
Use private access for internal or confidential information.
Grant edit rights only to people who must update the Doc.
Review and clean up old guest access periodically.
Test a shared link from a different account if you are unsure how it behaves.

Sticking to these practices helps prevent accidental oversharing while still enabling smooth collaboration.

Learn More About ClickUp Doc Sharing

For more detailed reference information and the latest updates on sharing Docs in the mobile app, you can read the official ClickUp documentation here: Share Docs on the mobile app.

If you need strategic help implementing workflows, automation, or broader workspace structure around Docs, you can also explore consulting resources like Consultevo for professional guidance.

With these steps and tips, you can confidently share Docs from the ClickUp mobile app, keep permissions aligned with your policies, and collaborate effectively from anywhere.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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