Share Links

Share Links

Any notebook node (account, opportunity, meeting, note) can be shared as a public read-only link. The recipient does not need a senSEi account to view it.

Creating a share link

Open any node, then click the Share button in the top-right corner of the detail pane. In the Share dialog, scroll to Share externally and click Create link. Choose an expiry period (7 days, 30 days, 90 days, or 1 year) and copy the link to share it.

What recipients see

The share page shows the node's title, metadata, and all public fields. Internal fields (transcripts, health scores, Salesforce sync flags, AI analysis internals) are automatically filtered out. Only content that makes sense for a customer or stakeholder is visible.

Each section is independently collapsible — recipients can expand or collapse any field to focus on what matters to them.

Downloading as PDF

The share page has a Download PDF button in the header. It generates a clean A4 PDF with proper margins, centered content, and no browser chrome. All sections are expanded in the PDF. Diagrams scale to fit the page without overflow.

Importing a shared node

If a recipient has a senSEi account, they can click Import to my workspace at the bottom of the share page. This creates a standalone copy of the node in their notebook — separate from the original. No connection between the two copies is maintained after import.

Revoking a link

In the Share dialog, click Revoke link to immediately invalidate the link. Anyone who tries to access it will see an expiry message.

View count

The Share dialog shows how many times the link has been viewed.

Internal sharing

The Share dialog also lets you share nodes with specific teammates inside your organisation. Set view or edit permissions per person.