Share a file
This guide shows you how to share a file from a chat with people in your project, have it made self-contained, and stop sharing.
A shared file is one file from a chat's folder, such as a report, a dashboard, or a small tool. People you share it with open it in their browser, and always see its latest version. Knowledge Worker Agent calls a shared file an artifact. For more information, see Sharing files.
Sharing files is available only in a Citrix SecurSpaces™ workspace that supports it. If you don't see Share in a file's ⋯ menu in the Files panel, your workspace doesn't offer it.
Build a file you can share
Ask the assistant for the report, dashboard, or tool you need. It knows how to build it so it's ready to share, checks it, and tells you when you can share it. For example:
Build an interactive dashboard of our Q4 pipeline as a single file I can share with my coworkers.
A shared file shows only what's inside it, so the assistant puts everything a report needs into the file itself: its data, charts, and styling. If a file you share loads something from the internet or from other files, the assistant can fix it for you. For more information, see Make a file self-contained.
You can share these types of file: HTML, Markdown, PDF, and images (PNG, JPEG, GIF, WebP, and SVG), up to 25 MB.
Share a file
-
In the chat's Files panel, point to the file, select ⋯, and then select Share.The Share dialog opens, and checks that the file is self-contained.
-
If the dialog says "People you share this with can't see parts of it", make the file self-contained first. For more information, see Make a file self-contained.
-
Under Who can open it, choose one of the following:
-
Everyone in the project: every member of your SecurSpaces project.
-
Select project members: only the people you choose.
-
-
Optionally, turn on Let people download the file. Copies they download stay with them after you stop sharing.
-
Select Share.
-
Select Copy, and send the link to the people you chose. Ask them to paste it into their browser's address bar. A link they click in Teams, an email, or another website takes them to the SecurSpaces sign-in page instead.
The file shows a shared mark, a small person icon, next to its name in the Files panel. Point to the mark to see who can open it. The mark turns orange when the file needs attention.
You can't share files from a temporary chat: there, Share says to keep the chat first. For this and the other limits, see Limits.
Make a file self-contained
When a file loads something from the internet or from another file, the Share dialog lists what, and why people can't see it.
-
Select Make self-contained.This uses your model, like a chat message.
-
The assistant rewrites a copy of the file in a chat of its own, called Make file name self-contained. You can close the dialog while it works. The file shows Fixing in the Files panel.
-
When it's done, the copy replaces your file, and the dialog goes on to Who can open it.
Your original file is kept in the chat's folder, in
.system/artifact-backups.
If the fix doesn't work, the dialog says why, and lists what the fixed file still loads. Select Open the fix chat to see what the assistant did. The fix chat is a temporary chat, deleted 24 hours after its last message. Your file stays as it was. If the file changed while it was being fixed, it isn't replaced, and the fixed copy stays in the fix chat's folder.
Change who can open a file
-
In the Files panel, point to the shared file, select ⋯, and then select Change sharing.
-
Change Who can open it, or Let people download the file. Changes are saved as you make them.
See all your shared files
Select Artifacts in the sidebar. The page lists every file you share, from all your chats, with:
-
The chat it came from. Select it to open the chat.
-
Who can open it, and when it was last updated.
-
Its status.
From the page, you can Copy link, Open, Change sharing, and Stop sharing.
| Status | What it means |
|---|---|
| Shared | People can open it. |
| Needs attention | It now loads things from the internet or from other files, so parts of it don't work for people. Open Change sharing, and select Make self-contained. |
| Fixing | It's being made self-contained. |
| Missing | The file can't be found in its chat's folder. |
| Unavailable | Something else took the file's port. Select Repair to move it to a free port. Its link changes. |
| Removed | Its sharing was removed outside Knowledge Worker Agent. Select Repair to share it again with the same link. Then choose who can open it. |
| Turned off | Sharing files is turned off in this workspace, so people can't open it. It opens again, with the same link, when sharing is turned back on. |
Rename, move, or delete a shared file
-
Renaming or moving a shared file in the Files panel keeps it shared, with the same link. This includes renaming or moving the folder it's in.
-
Deleting a shared file, or a folder that holds one, asks "Stop sharing and delete name?" first. Everyone you shared it with loses access.
Stop sharing
-
In the Files panel, point to the file, select ⋯, and then select Change sharing. Or, on the Artifacts page, find the file.
-
Select Stop sharing, and confirm.
Everyone you shared the file with loses access immediately. Copies they downloaded stay with them.