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.

What recipients see

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

Downloading as PDF

The share page has a Download PDF button. It generates a clean A4 PDF — proper margins, no browser chrome, all sections expanded. Diagrams scale to fit 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.

Revoking a link

In the Share dialog, click Revoke link to immediately invalidate it.

Internal sharing

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