> For the complete documentation index, see [llms.txt](https://help.visuary.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.visuary.com/guide-visuary-en/sharing-and-export/sharing.md).

# Sharing

Share your plan read-only or invite collaborators with custom permissions.

***

### Share a project link

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FbgtmZpFDl7JADlM8SImL%2Flien_partage.mp4?alt=media&token=f2ee7829-c120-43da-8da1-33f1b2f4bb08>" %}
Invite a user via the share link
{% endembed %}

Link sharing lets you send your plan read-only via WhatsApp, email or any other channel.

1. Open your project and click the **3 dots** at the top right
2. Click on "**Share"**
3. Copy the link and send it

Choose what your contact can see:

* **Plan** : 2D, 3D and first-person view
* **Quantity** : Full project Quantity takeoff (Essentiel only)
* **Cost estimate:** Project Cost estimate *(Intégral only)*
* **Comments and photos** : Geolocated annotations on the plan
* **Client info**&#x20;

> ⚠️ The link is read-only: your contact cannot edit the plan or copy it into their Workspace.

***

### Invite by email

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2F9lviXghoepj25fg1pmNm%2Fpartage_email.mp4?alt=media&token=3962c213-7f43-46cc-b3bd-cd781969705b>" %}
Invite a user with their email address
{% endembed %}

The invitation lets you add a collaborator directly to the project with specific permissions:&#x20;

1. Open your project and click the **3 dots** at the top right
2. Click on "**Share"**
3. Enter your contact's email address
4. Click on **Invite**
5. Choose their permissions
6. Save the project to record the changes<br>

The available permissions are:

* **View plan** : Required, included in all invitations
* **View Quantity** : Access to the full Quantity takeoff *(Essentiel intégral)*&#x20;
* **View Cost estimate** : Access to the Cost estimate *(Intégral only)*
* **Comment** : Can view and add comments on the plan
* **Copy:** Can copy the plan into their own Workspace

> 💡 If your contact doesn't have a Visuary account, they will receive an invitation to create one. Once signed in, they will find the shared plan in their personal Workspace.

> 💡 You can change or revoke permissions at any time from the **“Shared with”** list on the project.

***

### Choose the sharing option that fits your needs

<table><thead><tr><th width="219.48828125">Needs</th><th width="123.91796875">Link</th><th width="130.2578125">Email invitation</th><th width="209.09375">PDF report</th></tr></thead><tbody><tr><td>Quick send via WhatsApp</td><td>✅</td><td>—</td><td>—</td></tr><tr><td>No account required</td><td>✅</td><td>—</td><td>✅</td></tr><tr><td>Comment on the plan</td><td>—</td><td>✅</td><td>—</td></tr><tr><td>Copy into their Workspace</td><td>—</td><td>✅</td><td>—</td></tr><tr><td>Revocable permissions</td><td>✅</td><td>✅</td><td>—</td></tr><tr><td>Dimensioned 2D plan</td><td>✅</td><td>✅</td><td>✅ Essentiel / Intégral</td></tr><tr><td>Full quantity takeoff</td><td>✅ Essentiel</td><td>✅ Essentiel</td><td>✅ Essentiel / Intégral</td></tr><tr><td>Cost estimate</td><td>✅ Intégral</td><td>✅ Intégral</td><td>✅ Intégral</td></tr><tr><td>Renderings, elevations, surfaces</td><td>—</td><td>—</td><td>✅ Intégral</td></tr><tr><td>Downloadable / printable</td><td>—</td><td>—</td><td>✅ Essentiel / Intégral</td></tr></tbody></table>

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Create a PDF report</td><td><a href="/guide-visuary-en/sharing-and-export/pdf-report.md">PDF report</a></td></tr></tbody></table>

***

### Access projects shared with me

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FY8fjwEBF3hnCNL2Fo0it%2Fretrouver_projet_partager.mp4?alt=media&token=9f7e2373-6d9e-409d-be2a-8e5246626a05>" %}
Access the projects that have been shared with you
{% endembed %}

Find the projects that have been shared with you:

1. Click the **3 horizontal bars** located at the top left of the projects page.
2. Click on **"Shared with me":** here you'll find all the projects that have been shared with you.

### Edit a plan shared with me

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2F086Z1oMwxy4E0jNwN2HH%2Fcopier_plan_WS.mp4?alt=media&token=47e0c71e-6a97-41ef-9546-9d758e83b76b>" %}

To edit a plan shared with you:&#x20;

1. Click the **3 horizontal bars** located at the top left of the projects page.
2. Click on **"Shared with me":** here you'll find all the projects that have been shared with you.
3. Select a project to open it
4. Click the button **"Copy"** located in the banner at the top of the screen: the plan will now be editable and accessible from your personal Workspace.

{% hint style="warning" %}
If you don't see the "Copy" button, it means the user who shared it has not granted you permission to copy the plan.
{% endhint %}

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Add collaborators to a Workspace</td><td><a href="/guide-visuary-en/settings-and-subscriptions/subscriptions-and-billing.md#ajouter-des-licences-a-votre-espace-de-travail">Subscriptions and billing</a></td></tr><tr><td>Files</td><td><a href="/guide-visuary-en/data/files.md">Files</a></td></tr><tr><td>The PDF report</td><td><a href="/guide-visuary-en/sharing-and-export/pdf-report.md">PDF report</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.visuary.com/guide-visuary-en/sharing-and-export/sharing.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.