> ## Documentation Index
> Fetch the complete documentation index at: https://reedai-07fa30f1.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Shared Chats & Docs

> Share conversations, documents, and collaborate with team members and external stakeholders

## Sharing Overview

ZeroTwo makes it easy to share your work with team members, clients, and stakeholders. Share individual conversations, entire projects, Canvas documents, and generated files.

<Note>
  All sharing respects project permissions and privacy settings. Only authorized users can access shared content.
</Note>

## What You Can Share

<CardGroup cols={2}>
  <Card title="Conversations" icon="comments">
    Share individual chat threads with AI responses intact
  </Card>

  <Card title="Canvas Documents" icon="file">
    Share formatted documents created in Canvas
  </Card>

  <Card title="Generated Images" icon="image">
    Share AI-generated images and artwork
  </Card>

  <Card title="Files & Attachments" icon="paperclip">
    Share uploaded files and analysis results
  </Card>

  <Card title="Code & Scripts" icon="code">
    Share code snippets and executable scripts
  </Card>

  <Card title="Research Reports" icon="magnifying-glass-chart">
    Share Deep Research results and findings
  </Card>
</CardGroup>

## Sharing Conversations

Share chat threads with team members or create public links.

### Share Within Project

<Steps>
  <Step title="Open conversation menu">
    Click the **⋮ More** button in the conversation header
  </Step>

  <Step title="Select Share">
    Click **Share** from the dropdown menu
  </Step>

  <Step title="Choose recipients">
    **Within Project**:

    * Select team members from the project
    * All project members with access can view
    * Respects existing role permissions

    <Info>
      Project members see shared conversations in their project sidebar under "Shared with me".
    </Info>
  </Step>

  <Step title="Add message (optional)">
    Include context about why you're sharing:

    ```
    Review this API implementation approach and let me know if you see any issues.
    ```
  </Step>

  <Step title="Share">
    Click **Share with Team** to notify selected members
  </Step>
</Steps>

### Create Share Link

Generate a shareable link for external access.

<Steps>
  <Step title="Open share dialog">
    Click **⋮ More** > **Share** in the conversation
  </Step>

  <Step title="Click Create Link">
    Switch to the **Share Link** tab
  </Step>

  <Step title="Configure link settings">
    **Access level**:

    * 🌐 **Anyone with link**: Public access
    * 👥 **Team members only**: Requires project membership
    * 🔐 **Password protected**: Requires password

    **Permissions**:

    * 👀 **View only**: Read-only access
    * 💬 **View & comment**: Can add comments
    * 📋 **View & copy**: Can copy content

    **Expiration**:

    * No expiration (permanent)
    * 7 days
    * 30 days
    * Custom date

    <Warning>
      Links with "Anyone with link" access can be viewed by anyone who has the URL. Use password protection for sensitive content.
    </Warning>
  </Step>

  <Step title="Generate and copy">
    Click **Create Link** to generate

    Copy the link:

    ```
    https://zerotwo.ai/s/abc123xyz789
    ```

    <Tip>
      Share links are short and easy to send via email, Slack, or any messaging platform.
    </Tip>
  </Step>
</Steps>

### Share Link Management

**View active links**:

* Project Settings > Sharing > Active Links
* See all shared conversations
* View access count and last accessed
* Revoke links anytime

**Analytics** (Pro/Team plans):

* View count
* Unique visitors
* Last accessed timestamp
* Geographic data (Enterprise)

## Sharing Canvas Documents

Share documents created in Canvas with formatting intact.

### Export and Share Canvas

<Tabs>
  <Tab title="Direct Link Share">
    <Steps>
      <Step title="Open Canvas document">
        Navigate to the Canvas you want to share
      </Step>

      <Step title="Click Share button">
        Click **Share** in the Canvas toolbar
      </Step>

      <Step title="Configure sharing">
        Choose sharing method:

        * Team members
        * Public link
        * Export and share
      </Step>

      <Step title="Copy link">
        Share the generated Canvas link
      </Step>
    </Steps>
  </Tab>

  <Tab title="Export Format">
    **Export Canvas as**:

    * 📄 **PDF**: Formatted document
    * 📝 **Markdown**: Plain text with formatting
    * 📋 **HTML**: Web-ready format
    * 📓 **Notion**: Import to Notion
    * 📑 **Google Docs**: Open in Google Docs

    <Steps>
      <Step title="Open export menu">
        Click **⋮ More** > **Export** in Canvas
      </Step>

      <Step title="Select format">
        Choose your export format
      </Step>

      <Step title="Download">
        File downloads to your device
      </Step>

      <Step title="Share file">
        Share the downloaded file via your preferred method
      </Step>
    </Steps>
  </Tab>

  <Tab title="Embed Canvas">
    **Embed in websites** (Enterprise):

    ```html theme={null}
    <iframe 
      src="https://zerotwo.ai/canvas/abc123" 
      width="800" 
      height="600"
      frameborder="0">
    </iframe>
    ```

    **Use cases**:

    * Documentation websites
    * Internal knowledge bases
    * Client portals
    * Team wikis
  </Tab>
</Tabs>

## Sharing Files

Share uploaded files and generated content.

### Share from Files Page

<Steps>
  <Step title="Navigate to Files">
    Click **Files** in the sidebar
  </Step>

  <Step title="Select file">
    Click the file you want to share
  </Step>

  <Step title="Open share menu">
    Click **Share** in the file details panel
  </Step>

  <Step title="Choose sharing method">
    * **Project members**: Select team members
    * **Share link**: Generate public/protected link
    * **Download and share**: Download file to share externally
  </Step>
</Steps>

### Share Files from Conversations

<Steps>
  <Step title="Find the file">
    Locate the file in the conversation (uploaded or AI-generated)
  </Step>

  <Step title="Click file options">
    Click the **⋮** button on the file card
  </Step>

  <Step title="Select Share">
    Choose **Share file** from the menu
  </Step>

  <Step title="Configure and share">
    Set access level and generate link
  </Step>
</Steps>

## Collaboration Features

Real-time collaboration and feedback tools.

### Comments and Annotations

<Tabs>
  <Tab title="Conversation Comments">
    **Add comments to shared conversations**:

    <Steps>
      <Step title="Open shared conversation">
        Navigate to a conversation shared with you
      </Step>

      <Step title="Click message">
        Click the message you want to comment on
      </Step>

      <Step title="Add comment">
        Type your comment in the comment box:

        ```
        This approach looks good, but have you considered using async/await 
        instead of promises?
        ```
      </Step>

      <Step title="Mention teammates">
        Use `@username` to notify specific team members:

        ```
        @john Can you review this implementation?
        ```
      </Step>

      <Step title="Post comment">
        Click **Comment** to post

        <Info>
          Mentioned users receive notifications immediately.
        </Info>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Canvas Annotations">
    **Annotate Canvas documents**:

    * **Inline comments**: Comment on specific paragraphs
    * **Suggestions**: Propose edits with track changes
    * **Highlights**: Mark important sections
    * **Reactions**: Quick emoji reactions

    **How to annotate**:

    1. Select text in Canvas
    2. Click **Comment** bubble
    3. Add your feedback
    4. Tag team members if needed
  </Tab>

  <Tab title="File Feedback">
    **Comment on shared files**:

    * General file comments
    * Code review annotations
    * Image markup (Enterprise)
    * Version comparisons

    Comments appear in the file's activity feed.
  </Tab>
</Tabs>

### Activity Feed

Track all activity on shared content:

**What's tracked**:

* 👁️ Views and opens
* 💬 Comments and replies
* ✏️ Edits and changes
* 📤 Shares and forwards
* 📥 Downloads
* 🔗 Link generations

**Access feed**:

* Click **Activity** tab in shared content
* Or Project Settings > Activity

## Permission Management

Control who can do what with shared content.

### Share Permissions

<AccordionGroup>
  <Accordion title="View Only">
    **Recipient can**:

    * ✅ View content
    * ✅ Read conversations
    * ✅ See attached files

    **Recipient cannot**:

    * ❌ Edit content
    * ❌ Download files
    * ❌ Share further
    * ❌ Comment

    **Best for**: Public sharing, basic distribution
  </Accordion>

  <Accordion title="View & Comment">
    **Recipient can**:

    * ✅ All "View Only" permissions
    * ✅ Add comments
    * ✅ Reply to comments
    * ✅ React with emojis

    **Recipient cannot**:

    * ❌ Edit content
    * ❌ Download files (unless enabled)
    * ❌ Share further

    **Best for**: Feedback collection, reviews, collaboration
  </Accordion>

  <Accordion title="View & Edit">
    **Recipient can**:

    * ✅ All "View & Comment" permissions
    * ✅ Edit content (Canvas, docs)
    * ✅ Add to conversations
    * ✅ Upload related files

    **Recipient cannot**:

    * ❌ Delete original content
    * ❌ Change share settings
    * ❌ Remove other collaborators

    **Best for**: Active collaboration, co-creation

    <Info>
      Available for team members only, not external shares.
    </Info>
  </Accordion>

  <Accordion title="Full Access">
    **Recipient can**:

    * ✅ All "View & Edit" permissions
    * ✅ Manage share settings
    * ✅ Invite additional collaborators
    * ✅ Change permissions
    * ✅ Revoke access

    **Best for**: Co-owners, project leads

    <Warning>
      Only grant Full Access to trusted collaborators.
    </Warning>
  </Accordion>
</AccordionGroup>

### Revoking Access

Remove access to shared content anytime.

<Steps>
  <Step title="Open sharing settings">
    Navigate to the shared content and click **Share** or **Manage Access**
  </Step>

  <Step title="View current shares">
    See list of people/links with access
  </Step>

  <Step title="Revoke access">
    * **Individual users**: Click **Remove** next to their name
    * **Share links**: Click **Revoke Link**
    * **Bulk revoke**: Select multiple and click **Remove All**
  </Step>

  <Step title="Confirm">
    Confirm the revocation

    <Check>
      Access is removed immediately. Users will no longer be able to view the content.
    </Check>
  </Step>
</Steps>

## External Sharing

Share with people outside your organization.

### Guest Access

Invite external collaborators with limited access:

<Steps>
  <Step title="Enable guest access">
    Project Settings > Team > **Enable Guest Access**

    <Info>
      Available on Team and Enterprise plans.
    </Info>
  </Step>

  <Step title="Invite guest">
    Click **Invite Guest** and enter email
  </Step>

  <Step title="Configure access">
    * Select specific conversations to share
    * Set permission level (View/Comment)
    * Set expiration date
    * Add welcome message
  </Step>

  <Step title="Send invitation">
    Guest receives email with access link

    **Guest experience**:

    * No full account required
    * Access only assigned content
    * Limited interface (shared content only)
    * Time-limited access
  </Step>
</Steps>

### Public Share Links

Create publicly accessible links:

**Security options**:

* 🔐 **Password protection**: Require password to view
* ⏰ **Expiration dates**: Auto-expire after set time
* 🔢 **Access limits**: Max number of views
* 🌍 **Geographic restrictions**: Limit by region (Enterprise)

**Best practices for public links**:

* Use expiration dates for sensitive content
* Enable password protection
* Monitor access analytics
* Revoke unused links regularly
* Don't share confidential information

## Email Sharing

Share content directly via email.

<Steps>
  <Step title="Open email share">
    Click **⋮ More** > **Email Share** on any content
  </Step>

  <Step title="Compose email">
    **To**: [recipient@example.com](mailto:recipient@example.com)

    **Subject**: Check out this AI conversation

    **Message**:

    ```
    Hi Team,

    I've been working on the user authentication flow and wanted to share 
    my conversation with AI about the security implementation. Let me know 
    your thoughts!

    Best,
    Alex
    ```
  </Step>

  <Step title="Choose format">
    * **Link only**: Just the share link
    * **Summary**: Brief overview + link
    * **Full content**: Entire conversation in email
    * **PDF attachment**: Attach as PDF
  </Step>

  <Step title="Send">
    Click **Send Email**

    <Info>
      Emails are sent from [notifications@zerotwo.ai](mailto:notifications@zerotwo.ai) on your behalf.
    </Info>
  </Step>
</Steps>

## Integration Sharing

Share to connected platforms.

<Tabs>
  <Tab title="Slack">
    **Share to Slack channels**:

    <Steps>
      <Step title="Connect Slack">
        Project Settings > Integrations > Connect Slack
      </Step>

      <Step title="Share to Slack">
        Click **Share** > **Slack** on any content
      </Step>

      <Step title="Select channel">
        Choose Slack channel or DM
      </Step>

      <Step title="Post">
        Content appears in Slack with rich preview
      </Step>
    </Steps>
  </Tab>

  <Tab title="Microsoft Teams">
    **Post to Teams channels**:

    Similar workflow to Slack:

    1. Connect Microsoft Teams
    2. Share to Teams
    3. Select channel
    4. Preview and post
  </Tab>

  <Tab title="Notion">
    **Export to Notion**:

    <Steps>
      <Step title="Connect Notion">
        Project Settings > Integrations > Connect Notion
      </Step>

      <Step title="Export content">
        Click **Export** > **Notion**
      </Step>

      <Step title="Choose destination">
        Select Notion page or database
      </Step>

      <Step title="Sync">
        Content syncs to Notion with formatting
      </Step>
    </Steps>
  </Tab>

  <Tab title="Google Drive">
    **Save to Google Drive**:

    1. Connect Google Drive
    2. Export as Google Doc or PDF
    3. Choose Drive folder
    4. File saves automatically
  </Tab>
</Tabs>

## Embedding Shared Content

Embed ZeroTwo content in other platforms.

### Website Embedding (Enterprise)

```html theme={null}
<!-- Embed conversation -->
<iframe 
  src="https://zerotwo.ai/embed/conversation/abc123"
  width="100%"
  height="600px"
  style="border: 1px solid #e5e7eb; border-radius: 8px;">
</iframe>

<!-- Embed Canvas document -->
<iframe 
  src="https://zerotwo.ai/embed/canvas/xyz789"
  width="800px"
  height="800px"
  style="border: none;">
</iframe>
```

### Notion Embeds

Paste ZeroTwo share link directly into Notion for automatic embed.

### Markdown Embeds

For documentation sites:

```markdown theme={null}
[View AI Conversation](https://zerotwo.ai/s/abc123)

![Canvas Document](https://zerotwo.ai/canvas/xyz789/preview.png)
```

## Best Practices

<AccordionGroup>
  <Accordion title="Choose appropriate sharing method">
    **Decision matrix**:

    | Scenario         | Method              | Why                      |
    | ---------------- | ------------------- | ------------------------ |
    | Team review      | Project share       | Keeps work in context    |
    | Client feedback  | Guest access        | Controlled, professional |
    | Quick reference  | Public link         | Easy, no login needed    |
    | Formal delivery  | Email + PDF         | Professional, archived   |
    | Documentation    | Notion/Drive export | Permanent knowledge base |
    | Real-time collab | Direct sharing      | Immediate access         |
  </Accordion>

  <Accordion title="Security considerations">
    **Protect sensitive information**:

    ✅ **Do**:

    * Use password protection for sensitive content
    * Set expiration dates on temporary shares
    * Review access lists regularly
    * Revoke unused share links
    * Use guest access instead of public links for clients
    * Enable 2FA for team members

    ❌ **Don't**:

    * Share confidential data via public links
    * Use permanent links for temporary access
    * Share API keys or credentials
    * Forget to revoke access when projects end
    * Give Full Access to external users
  </Accordion>

  <Accordion title="Organize shared content">
    **Keep sharing organized**:

    * **Name shares clearly**: "Q1 Marketing Plan - Client Review"
    * **Add descriptions**: Explain what's being shared and why
    * **Tag shares**: Use labels for easy filtering
    * **Archive old shares**: Clean up expired or completed shares
    * **Document share decisions**: Note who has access and why

    **Shared content library**:

    * View all shares in one place
    * Filter by type, recipient, date
    * See access analytics
    * Manage bulk actions
  </Accordion>

  <Accordion title="Collaboration etiquette">
    **For effective collaboration**:

    **When sharing**:

    * Add context about what you're sharing
    * Explain what kind of feedback you need
    * Set expectations for response time
    * Thank collaborators for their input

    **When commenting**:

    * Be constructive and specific
    * Reference specific parts of content
    * Ask clarifying questions
    * Follow up on discussions
    * Resolve comments when addressed

    **Example good share message**:

    ```
    Hi team,

    I've shared my conversation about the database optimization approach. 
    Specifically looking for feedback on:
    1. The indexing strategy (messages 5-8)
    2. Cache implementation (messages 12-15)

    Please review by Friday EOD if possible.

    Thanks!
    ```
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't generate share link">
    **Possible causes**:

    * Sharing disabled in project settings
    * Insufficient permissions (need Editor or higher)
    * Content contains restricted integrations
    * Organization policy restricts external sharing

    **Solutions**:

    * Check project sharing settings
    * Request Admin to enable sharing
    * Remove restricted content before sharing
    * Contact organization admin
  </Accordion>

  <Accordion title="Recipient can't access shared content">
    **Troubleshooting steps**:

    1. Verify share link is correct
    2. Check if link has expired
    3. Confirm password (if protected)
    4. Verify recipient's email for project shares
    5. Check if access was revoked
    6. Try generating new link

    <Tip>
      Test the link in an incognito/private browser window to verify it works.
    </Tip>
  </Accordion>

  <Accordion title="Comments not appearing">
    **Check these items**:

    * Comments enabled for the share
    * User has comment permissions
    * Refresh the page
    * Check browser console for errors
    * Verify user is logged in (for project shares)
  </Accordion>

  <Accordion title="Share link not working">
    **Common issues**:

    * Link expired
    * Link was revoked
    * Content was deleted
    * Browser blocking cookies/scripts
    * Network/firewall restrictions

    **Try**:

    * Check link expiration
    * Verify link status in share settings
    * Try different browser
    * Check network settings
    * Contact sharer for new link
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Organize Folders" icon="folder-tree" href="/projects/organize-folders">
    Structure your project content
  </Card>

  <Card title="Roles & Permissions" icon="shield" href="/projects/roles-and-permissions">
    Configure access control
  </Card>

  <Card title="Invite Members" icon="user-plus" href="/projects/invite-and-members">
    Add team collaborators
  </Card>

  <Card title="Privacy & Security" icon="lock" href="/privacy/data-and-compliance">
    Learn about data protection
  </Card>
</CardGroup>

<Check>
  Effective sharing enables seamless collaboration while maintaining security and control!
</Check>