How to share a page with a third party (say with the client to fill out the internal control checklist or systems notes, or with another auditor doing a stock-take): 

 Go to the page you want to share and click on the word ‘share’ in the top right corner (now bottom right). 

1. You then get a dialog where you put in the email address of the person you want to have access. You can also add a message which gets emailed to them along with a link to access that page.
2. They can add comments, follow ups and attachments (for example they could upload a copy of their procedures manual or amendments to their trust deed) and there is a message at the top of the page that it is shared.
3. They can only access that one page.
4. They can come and go out of the page for as long as you have it shared.
5. Once their work is complete you simply delete the 'shared with...' message and their access is terminated.
6. If they do not get the email (spam filters sometimes pick up this kind of automatically generated email) then 'edit' the share coment to open the copy and paste the 'token' link shown there into a standard email to the client .