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Workspace workflow5 min readAudience: Client-facing teams

Use client requests and share links

Collect client input without exposing the whole workspace or private internal notes.

Updated: May 7, 2026

Share the narrow view

Use share links and requests for the information a client needs to make a decision, not for internal research noise. Keep private notes in the workspace.

Ask for a decision, not a reaction

A client request should make the next action clear: approve review, reject, ask for more detail, or confirm a bid ceiling.

Contact support

Collect client input without exposing the whole workspace or private internal notes.

Contact support