Creating Shareable Links for Reports and Invoices

Generate secure links to share invoices, reports, and activity with anyone.

Creating Shareable Links

ZonaPlan lets you create secure, time-limited links to share project content with people outside your organization.

Types of Shareable Links

• **Invoice Links**: Share an invoice for viewing and PDF download
• **Activity Links**: Share project activity and daily reports
• **Recap Links**: Share project recaps and summaries

Creating a Link

1. Open the item you want to share (invoice, activity, etc.)
2. Click **Share** → **Link**
3. Set the expiry period (1 to 365 days)
4. Copy the generated link
5. Send it to your client or stakeholder

Link Security

• Each link has a unique, cryptographically signed token
• Links expire after the configured period
• No login or account required to view
• Links can be revoked if needed

Sharing via Email

For invoices and reports, you can also share directly via email: 1. Click **Share** → **Email** 2. Enter the recipient's email address 3. Add an optional message 4. They receive a professional email with the link

Best Practices

• Use short expiry periods for sensitive documents
• Share invoice links instead of PDF attachments for better tracking
• Use the Client Deck for ongoing project visibility instead of individual links