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Sharing

Show a document to people outside your workspace with a public link or as a guest reviewer, and serve shared pages from your own domain.

Owners and admins can share a document; in your personal workspace that's you. Open the document and click Share at the top.

Anyone with a public link can read the document. They can't edit or comment, and they don't need a planpage account.

A link shows the approved version if there is one, otherwise the latest saved version. It never shows unsaved edits in the working copy.

To create a link:

  1. Optionally set a Password of at least 6 characters.
  2. Choose when it Expires: after 1 day, 7 days, 30 days, or never.
  3. Tick Pin to the current version if later versions shouldn't show on this link. If the document has an approved version, the link is pinned to that.
  4. Click Create link and copy it.

The list of links shows each link's protection (Password, Pinned), its views and when it expires. Turn off makes a link show a not-found page from then on. Archiving the document also stops its links working.

Report a shared page

Every public page has a Report this page link. Readers pick a reason, such as phishing, malware or spam, and can add details. planpage staff review reports and can take a page down. A page that has been taken down says so.

Guest reviewers

Guests are people outside your workspace who can read one document and, if you allow it, comment on it.

  1. Under Guest reviewers, enter their email address.
  2. Leave Can comment ticked, or untick it to make them read only.
  3. Click Add guest, then send them the document's link yourself. planpage doesn't email guests.

The guest signs in with GitHub or Discord. Their account must have the invited email address, verified. The document then appears in their Your account → Shared with you list.

Guests can't approve, edit, pick options or answer questions. Removing a guest takes away their access at once.

Custom domain

A workspace can serve its shared pages from its own domain, such as plans.example.com. Owners and admins set this up in Workspace settings → General → Custom domain.

  1. Enter the hostname and click Add domain.
  2. Create the DNS records planpage shows: a CNAME from your hostname to planpage's sharing host, plus any verification records.
  3. Click Refresh until the status reads Active.

Removing the domain makes shared pages load from planpage's own sharing host again. Links people already have on your domain stop working.