Share workbooks and tables as templates
Share your Clay workbooks and tables.
Overview
In Clay, you can share tables and workbooks via a public link or specific emails. Follow these quick steps to share your table or workbook.
Sharing workbooks
Step 1: Go to the top bar and click on your workbook’s title.
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Step 2: Click Turn on sharing to enable sharing for your workbook.
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Step 3: Share your table.
Option A: Copy the Public Link to share with anyone.
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Option B: Enter specific emails to share table to selected recipients.
To turn off sharing: Click Turn off sharing at the bottom of the sharing window.
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Sharing tables
Follow these simple steps to generate a link you can share with others.
Step 1: Click the Actions button in the top right corner of your screen.
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Step 2: Select Share as template from the dropdown.
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Step 3: Click Turn on sharing to make your table template shareable.
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Step 4: Share your article
You have two options to share.
Option 1: Share with a public link by copying the link provided.
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Option 2: Share with specific email addresses by entering the recipients’ emails.
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To turn off sharing: Click Turn off sharing at the bottom of the sharing window.
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