4.6 Sharing Settings for Customer-Facing Documents

When sharing documents with customers, default to:

• Access: Anyone with the link
• This minimizes friction and avoids delays from permission requests

Permission levels depend on intent:

• Editor → Use when the customer is expected to actively contribute, edit, or add inputs
• Commenter → Use when the customer is mainly reviewing but may provide feedback

There is no strict rule—choose based on how collaborative the document needs to be.

Best practice:
Optimize for speed and clarity over control unless there’s a specific reason to restrict access.