Share Docs in ClickUp

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How to Share Docs in ClickUp

Sharing Docs in ClickUp makes it easy to collaborate, collect feedback, and distribute information across your Workspace or with people outside your team. This guide walks you through every available sharing option and how to manage access securely.

ClickUp Doc sharing options overview

In ClickUp, you can share Docs with individuals, teams, or the public using flexible permission settings. Depending on your needs, you can:

  • Share privately with specific people or teams.
  • Share with your entire Workspace.
  • Generate a public link to share outside ClickUp.
  • Control edit, comment, and view permissions.

All of these options can be adjusted at any time from the Doc’s settings, so you stay in control of who can access your content.

Open the sharing settings in ClickUp Docs

Every Doc in ClickUp includes a sharing menu where you configure access and permissions.

  1. Open the Doc you want to share.

  2. Locate the sharing icon (usually labeled or represented as a share button in the Doc header).

  3. Click the sharing icon to open the sharing modal or panel.

From this menu, you can invite people, manage Workspace-level access, or create a public link.

Share a ClickUp Doc with people or teams

Use direct sharing when you want specific members, guests, or teams to access the Doc.

Add members or guests in ClickUp

  1. Open the Doc’s sharing settings.

  2. In the invite field, start typing the name or email of a user or guest.

  3. Select the person or team from the suggestions.

  4. Choose a permission level, such as:

    • Full edit: Can edit content and, in many cases, adjust formatting.
    • Comment: Can leave comments without altering main content.
    • View only: Can read but not modify or comment.

  5. Confirm to send the invitation or apply the permission.

You can repeat these steps to grant access to multiple people or entire teams.

Adjust or revoke access in ClickUp

To manage existing collaborators on a Doc:

  1. Open the Doc’s sharing menu.

  2. Locate the person or team in the access list.

  3. Use the dropdown to change their permission level.

  4. To remove access entirely, select the remove or revoke option next to their name.

This is useful when collaborators change roles or no longer need access to the document.

Share a ClickUp Doc with your Workspace

Sometimes you need everyone in your Workspace to see a Doc, such as a company handbook or process guide.

  1. Open the Doc and access the sharing settings.

  2. Find the Workspace-level sharing option.

  3. Set the default permission for all Workspace members. Common options include:

    • Can view: All members can read the Doc.
    • Can comment: All members can leave comments for feedback.
    • Can edit: All members can contribute to the content.

  4. Save your changes.

Workspace-level sharing is ideal for internal documentation that should be broadly accessible but still controlled from one place in ClickUp.

Create and manage public links in ClickUp

Public links let you share a Doc with people who do not have a ClickUp account. You can customize access and, in some plans, apply security controls.

Enable a public link

  1. Open the Doc in ClickUp.

  2. Open the sharing settings.

  3. Locate the option to create or enable a public link.

  4. Toggle the public link on.

  5. Copy the generated link to share via email, chat, or your website.

Once enabled, anyone with the link can access the Doc according to the permissions you set.

Set public link permissions in ClickUp

When you create a public link, you can usually pick one of several access levels:

  • View only: Visitors can read the content but not interact.
  • Comment: Visitors can leave comments if commenting is supported for public viewers.
  • Edit: Visitors can modify content. Use this cautiously and only when open collaboration is required.

These settings ensure that public readers have just the right level of access to your Doc.

Secure public links

Depending on your ClickUp plan, you may see additional security controls for public Doc links, such as:

  • Password protection: Require a password before someone can open the link.
  • Link expiration: Automatically disable the link after a specific date.
  • Restrict downloads or copying: Limit whether visitors can download or copy content.

Use these controls when sharing sensitive or time-limited information outside your Workspace.

Manage permissions for nested pages in ClickUp Docs

Many Docs include nested pages or subpages. ClickUp lets you manage sharing for these pages individually or inherit settings from the parent Doc.

Control access to subpages

To adjust sharing for a specific page inside a Doc:

  1. Navigate to the nested page you want to manage.

  2. Open the sharing settings for that page.

  3. Choose whether to inherit permissions from the parent Doc or define custom permissions.

  4. If using custom permissions, add people, teams, or public link settings just as you would for a top-level Doc.

This allows you to keep some pages private while the rest of the Doc remains accessible to a broader audience.

Best practices for ClickUp Doc sharing

To keep your Workspace secure and organized, use the following practices when you share Docs in ClickUp:

  • Use view-only for reference Docs: For policies and procedures, restrict most users to view-only to prevent accidental edits.
  • Limit edit access: Grant edit permissions only to owners or responsible collaborators.
  • Regularly review access: Periodically check who can view or edit a Doc, especially if it contains sensitive information.
  • Secure public links: Add passwords or expiration dates when sharing outside your organization.
  • Organize Docs clearly: Keep shared Docs in logical locations so your team can find them quickly.

Troubleshooting ClickUp Doc sharing issues

If someone cannot access a shared Doc in ClickUp, check these common causes:

  • Incorrect permission level: Confirm they have at least view permission.
  • Guest limitations: Guests may have restricted capabilities depending on your Workspace settings.
  • Disabled public link: Make sure the link is still active and not expired.
  • Removed from Workspace: Verify that the person still belongs to your Workspace or associated team.

If you continue having trouble, compare your setup to the detailed instructions in the official help article for sharing Docs in ClickUp, available at this support page.

Learn more about optimizing ClickUp workflows

Effective Doc sharing is just one part of building a smooth workflow in ClickUp. To explore broader process optimization, automation, and Workspace configuration strategies, you can review expert resources such as Consultevo, which covers productivity, systems design, and implementation approaches that complement what you set up in your Workspace.

By mastering Doc sharing options and permissions, you ensure that the right people can access the right information in ClickUp, while your data stays secure and organized.

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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