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Sharing InVision V7 Documents

This article provides answers for InVision V7. If you’re on InVision V6, read this article instead. Not sure which version you're using? Find out now.

There are three ways to share your documents in InVision V7:

  • Individual invites
  • Document links
  • Public share links

Inviting people to a document

To invite specific people or user groups to a document:

  1. Open a document and, at the top right, click Share.
  2. Click the Members & Guests tab.
  3. In the To: field, enter the name of a person or user group. To add someone who isn't yet a member of your team, enter their email address.
  4. To the right of the person's name or email address, click the drop-down and select Can edit or Can review.
  5. Click Invite.

If you updated from V6, your existing teams were converted to user groups. Before inviting, learn how teams and user groups differ.

Document links are the main URLs for prototypes, boards, and freehands.

To get a document link:

  1. Open a document and, at the top right, click Share.
  2. Click the Members & Guests tab.
  3. To the right of Copy link, click Settings.
  4. On the Manage sharing settings page, select an option for Who can open this document? and What can they do?
    To learn more about document link settings, check out this article: InVision V7: What settings are available for document links?

    To learn more about the global team sharing settings that determine which roles can manage access via document links, read this article: Configuring InVision V7 team sharing settings
  5. Click Save.
  6. Back in the share dialog, click Copy Link.

You can now share that document link as needed.

Sharing specific prototype screens

Designers and managers often need to orient collaborators by sharing a curated view of screens. InVision V7 gives you two ways to organize screens into groups, which you can then share as a document link:

  • Create and share a set of screens
  • Filter with screen labels, comment type, or keyword and share the filtered view

You can also create public share links for sets of screens and/or filtered views. For instructions, see "Creating a public share link to specific screens" below.

Share a document link to a set of screens

Organizing InVision V7 prototype screens into sets is especially useful when working with larger prototypes or when needing feedback on a particular user flow.

After creating a new set and moving screens to it, it's time to copy and share the document share link, which takes recipients directly to your set of screens.

To copy and share a document link to your set:

  1. In the left panel of the screens overview page, click the set you want to share.
  2. At the top right, click Share.
  3. Click the Members & Guests tab.
  4. To the right of Copy link, click Settings.
  5. In the Manage sharing settings modal, select options for the Who can open this document? and What can they do settings.
    Unfamiliar with these settings? Learn more about document link settings or about global team sharing settings.
  6. Click Save.
  7. Back in the share dialog, click Copy Link, and share the URL as wanted.
    invision-v7-share-screens-set-document-link.gif

Share a document link to a group of filtered screens

The ability to create custom filtered views with InVision V7 prototype screen labels lets you share document links to each curated view. Editors of an individual prototype can manage the labels available for that prototype as well as create new labels, like Jira milestones, and edit the names and colors of the labels in our starter set: In ProgressNeeds Review, or Approved

Typical use cases for screen labels include a) Organizing larger projects b) Managing design approvals and the project status of screens c) Reducing clutter and distractions for stakeholders who only need to view certain screens

After creating and/or adding labels to your screens, you're ready to copy and share the document link URL, which takes recipients directly to your filtered view.

To filter your screens and share a document link URL:

  1. Just below the collaborator avatars on the screens overview page, click the Filters drop-down. 
  2. Click the appropriate label.
    To apply multiple filters, select each label.
  3. At the top right, click Share.
  4. Click the Members & Guests tab.
  5. To the right of Copy link, click Settings.
  6. In the Manage sharing settings modal, select options for the Who can open this document? and What can they do settings.
    Unfamiliar with these settings? Learn more about document link settings or about global team sharing settings.
  7. Click Save.
  8. Back in the share dialog, click Copy Link, and share the URL as wanted.
    invision-v7-share-label-filtered-group-of-screens.gif

 

Only available for prototypes, public share links make it easy to share your document with a broader audience that's not part of your team. If you are on an Enterprise plan, you can also password protect public links.

Creating a public share link

Before you copy a document link, get familiar with InVision V7 document link settings.

To create a public share link:

  1. Open the document and, at the top right, click Share.
  2. In the share dialog, click the Public tab, and then click Get Public Link.
    If there is an existing public link for the document, you won't see the Get Public Link screen.
  3. Click Update public link settings, make any changes to your settings, and then click Done.
    Password protection is exclusively available for InVision V7 Enterprise teams. To learn more about document link settings, check out this article: What settings are available for public links?
  4. Back in the share dialog, copy the public link URL.

You can now share that public document link with anyone you choose.

create-public-share-link.gif

Creating a public share link to specific screens

To share a curated view of specific screens, you can create a public share link for screen sets, screens filtered by labels, screens filtered by comments, screens filtered by search term, or all of the above:

To create a public share link to a specific group of screens:

  1. Filter your screens:
    • In the left panel of the screens overview page, select any screen sets you want to include.
    • Just below the collaborator avatars on the screens overview page, click the Filters drop-down, and select comment filters and the appropriate screen label/s.
    • At the top left of the canvas, click the search icon (invision-v7-screens-overview-search-icon.png) and enter key terms (if applicable).
  2. On the canvas, hover over a screen and click the selection icon in the top-left corner.
  3. In the toolbar that appeared at the bottom of the canvas, click Select all.
  4. Click the share icon (invision-cloud-v7-share-screens-button.png).
  5. Click Update public link settings, configure each setting, and click Done.
    If you want your public link viewers to see the name of any screen sets you've included, toggle off the Hide InVision UI setting. If the InVision toolbar is hidden, viewers will not see the name of the set.
  6. Click Copy and share the URL.
    invision-v7-screens-share-deep-filtered-public-share-link.gif

 

Deleting a public share link

At some point, you may want to revoke public access to your document. To delete a public share link:

  1. Open a document and, at the top right, click Share.
  2. Click the Public tab, and then click Update public link settings.
  3. Click Delete link.

The public link is immediately deleted and no longer accessible.

To learn more about revoking all public share links for a prototype, check out this article: InVision V7: How do I revoke all public share links?

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