Share with web links

Create a unique web link to share highlights and insights with people who aren’t users in your Dovetail workspace. Highlight web links are created and enabled per highlight, while insight web links are enabled on a per-project basis, meaning that all published insights within that project will be available to anyone with the unique web link.

For a highlight

You can create a unique web link for a single highlight you wish to share with others outside your Dovetail workspace.

• To do this, locate and select your highlight in a project or in search.

• From there, click Share and once the share modal is open, enable Share to web to create the web link to share with others.

For published insights

To share insights with those outside your Dovetail workspace, you can create a web link. At this time, this functionality can only be enabled at the project-level and will be applied to all published insights in the project. This means that once enabled on a single insight, all published insights in the same project will be viewable to others with access to this link.

• To create a unique web link for published insights, navigate to an insight view or open a single insight and select Share in the top right.

• From there, toggle on public access and copy the unqiue web link to the insight.

If you’re on an Enterprise plan, admins can disable the ability to create web links for highlights and insights across the entire workspace.

• To do this, navigate to ⚙️ Settings → Security → Security settings and turn on Prevent users from sharing publicly.

In addition, if you have the HIPAA add-on on Enterprise, the ability to create web links will be disabled by default for all projects in the workspace.