Give each audience the information they need

Share delivery dates with customers, prices with finance and supporting documents with reviewers. Build separate views from the same emails and files, choose what each audience can read and deliver updates in the format they use.

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Views for colleagues and customers

Share different details with customers and colleagues

Choose the emails, documents or data to share and the fields each audience needs. Give a customer a delivery view, finance a checked invoice table or an adviser the documents for a review.

Share a browser view, spreadsheet or JSON feed. Create separate views for people and connected systems while reusing the same underlying information.

Current views and saved versions

Keep a working view current or save a version for review

Choose an update mode when you create the shared view: current information, scheduled refreshes or a fixed snapshot. Current means the latest information captured and processed from your chosen sources; a downloaded file keeps the version its recipient received.

Working views

Let colleagues open the latest available information when they need it.

Regular updates

Refresh the result on a schedule for a regular team or customer update.

Saved snapshots

Keep a completed result fixed so reviewers can identify the version used for a decision.

Spreadsheets, digests and connected systems

Choose a shared view, spreadsheet or digest

Give people a table or summary with the supporting information they’re allowed to read. Export CSV, XLSX or JSON, and use calendar files for supported calendar-event lists. Send a scheduled digest to selected active members of your organization.

Choose information around the reader’s task. A customer may need the agreed date while an internal reviewer also needs the price and the supplier’s email. Set access to fields and original files separately.

Let another system read selected data

Give another system read-only API access to the data you choose. Select the fields and access credentials, then use current information or a saved snapshot to fit the integration.

For example, share supplier names and delivery dates with a planning system while keeping internal prices private. Your integration decides how to use the information and make any updates in that system.

For an AI assistant that needs to search, calculate or cite information, use AI context. See the connection guide for supported clients and setup.

Send new information to the systems that use it

Send refreshed JSON to an HTTPS endpoint on a schedule, or send an update when your chosen condition matches. Choose the destination, authentication and information to include, with retry settings for delivery.

See delivery attempts and retry eligible failures from the recorded history. Keep the receiving system’s owner informed about the format and how updates should be handled.

Choose what recipients can see

See the view your recipient will receive

Preview the shared view, download or feed using the recipient’s access. Choose which fields they can see and whether they can follow supporting links or download original files. Revoke credentials when a connection no longer needs access.

Use sharing history to identify the version used for a handover or review. Separate views let you serve different audiences from the same information.

Common questions

Who can receive a scheduled email digest?

Send scheduled digests to selected active members of your organization. Share a browser view, download or other supported delivery with customers and external advisers.

Does changing a working value update a file someone already downloaded?

Downloaded files and fixed snapshots keep the version received. Working views use the latest available information, and scheduled views refresh at their chosen times.

How do I keep sensitive details out of shared attachments?

Choose original-file access separately from the fields and text shown in a shared view. Masking a field changes the supported shared data; it leaves the original PDF or attachment unchanged. Disable original-file access when recipients should receive only the selected data.

See the same update through two different views

Choose what your customer needs and what your team needs. See how to share each view, keep sensitive details private and deliver the next update.