Quickstart: Export & Share

Learn how to export your docs, invite others, and manage sharing settings with secure permissions.

Exporting Docs in Different Formats

Exports are great if you need a copy of your doc to share externally or archive offline. You can choose from the options to export like PDF, HTML, Markdown, Embed Code, Embed Link or Video.

Export your Doc by clicking the Export button in the top-right and selecting a format.
Wait for the download to complete before closing.
Click "Save as" in the bottom-right corner when your download is ready.

NOTE: Large Docs with media may take longer to export.

Guide: Exporting a Doc

Save and share your work in different formats.

Inviting Others to your Knowledge Base

Bring teammates, clients, or partners into your knowledge base with different access levels.

Invite people to your knowledge base from the Share → Invite tab and assign them roles: Full-Access, Writer, Reader, or Guest.

Guide: Invite to Knowledge Base

Learn how to add and assign roles to collaborators.

Managing Permissions in your Knowledge Base

Use managing permissions to ensure the right people have the right access, keeping sensitive docs secure while enabling smooth collaboration across your workspace.

Set access at the workspace level for defaults or use individual access for exceptions.

NOTE: Individual Access always overrides Workspace roles.

Guide: Manage Permissions

Control workspace and individual access to your knowledge base.

Changing & Removing Access to your Knowledge Base

Change access when someone’s responsibilities shift, allowing you to upgrade their permissions for more control or reduce them if less involvement is needed.

Tip: Downgrade access instead of removing if they’ll collaborate again later.

Guide: Change Access

Modify access levels for existing members.

Guide: Remove Access

Revoke permissions for individuals and workspace members.

Configure Sharing in your Knowledge Base (SEO & Invite-Only)

Use sharing configuration to decide whether your docs should be public and searchable on Google or private and invite-only for restricted audiences.

Tip: Enable indexing for public help docs and guides.

NOTE: Turning on Invite-only disables indexing automatically.

Guide: Configure Sharing: SEO & Invite Only

Set visibility, indexing, and password options for your docs.

Link Sharing to your Knowledge Base

Use link sharing to quickly generate either an internal link for team collaboration or a public link for customer-facing documentation that’s easy to distribute.

Tip: Public links are best for customer-facing FAQs and Docs.

Guide: Link Sharing

Share internal or external links securely.

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Exporting a Doc