Share workbooks and tables as templates

Overview

In Clay, you can share tables and workbooks via a public link or specific emails. Follow these quick steps to share your table or workbook.

Sharing workbooks

Step 1: Go to the top bar and click on your workbook’s title.

Step 2: Click Turn on sharing to enable sharing for your workbook.

Step 3: Share your table.

Option A: Copy the Public Link to share with anyone.

Option B: Enter specific emails to share table to selected recipients.

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To turn off sharing: Click Turn off sharing at the bottom of the sharing window.

Sharing tables

Follow these simple steps to generate a link you can share with others.

Step 1: Click the Actions button in the top right corner of your screen.

Step 2: Select Share as template from the dropdown.

Step 3: Click Turn on sharing to make your table template shareable.

Step 4: Share your article

You have two options to share.

Option 1: Share with a public link by copying the link provided.

Option 2: Share with specific email addresses by entering the recipients’ emails.

To turn off sharing: Click Turn off sharing at the bottom of the sharing window.