Sharing A Project

Overview

Sharing a project in Warrant allows users to collaborate efficiently by sending a project link or email. Users can also track responses, control access, and facilitate discussions through comments.

Please note that sharing via email does require the recipient to be a Warrant user. Please sign up here.

See: Sign-in screen for users invited via link.

See: Share a link, or send a PDF overview, to collaborate.

Step-by-Step

1. Share a Project (Link or Email)

   1. Sharing via Email – Send a PDF overview and attached files

      • How It Works

        1. Complete the sharing prompts to select recipients, include AI chat (optional), manage files, and add a custom message.

           1. A PDF is generated and sent through the user’s connected Google email

           2. The project will appear in user(s) project dashboard under “Shared”.

        2. Track & View Email Replies

           1. Once an email is sent, users can:

              1. Receive notifications when the email is viewed or replied to

              2. View reply details, including sender information and timestamps

              3. Click to open the email in a popup viewer

   2. Sharing via Link – Generate a shareable link for access

      • How It Works

        1. Complete the sharing prompts to select recipients and add a custom message

        2. Send Link Notification to notify recipients via email

        3. You can track status to view whether the link has been sent or accessed

        4. New users will be redirected to a create an account with a free user role and skip full onboarding

           1. Existing users can open a project directly in the dashboard

        5. Comments on Shared Link

           1. Users can collaborate by commenting on the shared project:

              1. Post comments

              2. Mentions (@.username)

2. After sharing a project, you will see a confirmation page that displays a share summary and provide dashboard navigation options. The project status indicator is moved to Finished.

3. If you opted to share the AI chat, the project is locked for view-only access to prevent new edits or comments in the chat.

Common Questions

Q: Can I share a project with external users?
A: Yes, you can send a project via email or share a link with external users. If they are not active Warrant users, they’ll be prompted to create an account.

Q: How can I track if my shared project was viewed?
A: Use the email tracking feature to see when recipients open and respond to your email.

Q: Can I un-share a project after sending it?
A: If shared via link, you can revoke access in the project settings. Emails cannot be retracted after being sent. Contact support@hellowarrant.com if further assistance is needed.

For further assistance, contact our Support Team (support@hellowarrant.com)