Sharing a Read-Only Link

A share link is a public, read-only view of a single marked-up plan. Anyone with the link can open it in a browser (no account, no sign-in) and see the plan with your device icons, FOV cones, status colors, and annotations. They can pan and zoom, but they can't change anything.

It's the right tool when a customer says "can you send me what we talked about?" mid-survey, or when you want a GC to glance at the plan without setting them up as a team member.

Open the markup in the editor and click the Share button in the toolbar. FieldMarkup generates a unique link with a long, unguessable token. Copy it and send it however you like: text, email, whatever.

The same button lets you turn sharing back off (see Revoking a link below).

The shared view shows the plan and its markup: devices, labels, FOV cones, status rings, shapes, and text. On a phone, the link opens as a clean flattened PDF so it pinch-zooms and saves to Files naturally.

What a share link never exposes:

• Your install photos. Field photos pinned to devices are closeout evidence. They only leave when you export a PDF yourself, never through a public link.
• Cost data. The bill of materials, unit costs, labor, and margin are owner-only and never appear on a share link.
• Editing. The view is strictly read-only; the recipient can't move a device or change a status.

Click Share again and turn the link off. The old link stops working immediately. Anyone who tries it gets a "not found" page. Turn sharing back on and a fresh link is generated. This is how you cut off access after a job closes or if a link gets forwarded somewhere you didn't intend.

Use the right tool for the relationship:

• Share link: for people outside the work: a customer, a GC, an inspector. Read-only, no account, instantly revocable. This is the only "view-only" path. There is no viewer role.
• Team invite: for people doing the work: a field tech or PM who needs to update status, take photos, or edit the plan. They sign in and become an Editor on the project.