Share a Document

Starting in Strategy (October 2026) you can create Email, FTP, and File subscriptions for documents in Excel or PDF format.

Starting in Strategy One (May 2025), you can subscribe to snapshots to share document hyperlinks with defined users and user groups. Snapshots allow you to capture documents at a point in time so you can utilize snapshots for data change analysis or comparison. If you want your subscription to include a link to your snapshot, you must customize the notification email. For more information, see Configure Notification Emails When Sharing Content in Library.

You can only capture snapshots at a point in time for documents with a report as a dataset. Documents with cubes as a dataset do not store historical data but always fetch the latest data (with a view save and pre-executed.

There are several ways to share a document with others.

  • Web
  • Mobile

Invite Users

  1. Select a page from a document in your library.
  2. Click Share > Share Document.
  3. Review recipients of the subscription. To add users, start searching by their name.
  4. Add an optional message.
  5. Click Share.

Get Link

  1. Click Share > Share Document.
  2. Copy the link that appears at the bottom.

Export to PDF

  1. Click Share > Export to PDF.
  2. Use the Range drop-down list to export the Entire document or just This page.
  3. Click Export.

Subscribe to Document

Create a Snapshot Subscription

  1. Click Share.> Subscribe to Document.

  2. Name the new subscription.

  3. Select a bookmark. You can select the current view of the document or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view will automatically add a new bookmark to the Bookmarks panel.

  4. Choose Snapshot as the format of the subscription.

  5. Select a Schedule. Schedules have already been created.

  6. Add an optional Note.

  7. In the Deliver to field, review recipients of the subscription. To add users, start searching by their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add additional users, a new checkbox appears for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  8. Optionally, select the Send preview now to all recipients checkbox.

  9. Tap Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the document.

Beginning in Strategy One (July 2025), you can access these snapshots in the sidebar of the Library home page if your administrator enabled the Snapshots component.

Create an Email Subscription

Starting Strategy (October 2026) you can create an email subscription for a document in Library.

  1. Click Share > Subscribe to Dashboard.

  2. Type a Subscription Name.

  3. Expand the Type drop-down list and choose Email.

  4. Toggle Bookmarkon to use a bookmark. If Bookmark is toggled off, the subscription is created without using a bookmark.

  5. Select a Bookmark. You can select the current view of the dashboard or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view automatically adds a new bookmark to the Bookmarks panel. You can name the bookmark for the current view.

  6. Choose the Format of the subscription from the drop-down list:

    • Excel

    • PDF

  7. Select the Range to include, by checking Expand layouts or Expand page by fields.

    If the document does not have multiple layouts, or attributes in Grouping section, these fields are inactive.

  8. Type the File Name. By default the file name is the same as the document name.

    Dynamic text in supported in the File Name field.

  9. In the Deliver to field, add the recipients of the subscription. To add users or user groups, type their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add more users or user groups, a new check box displays for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  10. By default, recipients can delete their subscription. To disable that ability, clear the Allow Recipients to Unsubscribe check box.

  11. Optionally, select the Send preview now to all recipients check box.

  12. In Email Subject, type a brief description to help recipients quickly identify the content being delivered.

  13. Select a Schedule from the drop-down list. Schedules have already been created.

  14. To run the subscription according to each recipient’s own time zone, rather than the schedule's time zone, select the Use Recipients' Time Zones check box.

  15. Type an optional Note.

    Dynamic text in supported in the Note field.

  16. Click Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the document.

Create an FTP Subscription

Starting in Strategy (October 2026), you can create an FTP subscription for a document in Library.

  1. Click Share > Subscribe to Dashboard.

  2. Type a Subscription Name.

  3. Expand the Type drop-down list and choose FTP.

  4. Toggle Bookmark on to use a bookmark. If Bookmark is toggled off, the subscription is created without using a bookmark.

  5. Select a Bookmark. You can select the current view of the dashboard or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view automatically adds a new bookmark to the Bookmarks panel. You can name the bookmark for the current view.

  6. Choose the Format of the subscription from the drop-down list:

    • Excel

    • PDF

  7. Select the Range to include, by checking Expand layouts or Expand page by fields.

    If the document does not have multiple layouts, or attributes in Grouping section, these fields are inactive.

  8. Type the File Name. By default the file name is the same as the document name.

    Dynamic text in supported in the File Name field.

  9. In Location, choose for the following:

    • Users: Users with an FTP device configured.

    • Sub-folder: You can create a sub-folder on the FTP device.

  10. If you choose Users:

    1. In Users, type the users with an FTP device configured that you want to send the subscription to.

    2. Optionally select the check box next to Send notification to user's address and Send preview now to all recipients.

  11. If you choose Sub-folder:

    1. Expand the Subscription Device drop-down list and choose the device you want to send the subscription to.

    2. In Sub-folder, type the sub-folder you want to send the subscription to.

      Dynamic text in supported in the Sub-folder field.

    3. Optionally select the check box next to Send preview now to all recipients.

  12. In Delivery, expand the Schedule drop-down list and choose how often to send the subscription.

  13. Click Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the document.

Create a File Subscription

Starting in Strategy (October 2026), you can create an FTP subscription for a document in Library.

  1. Click Share > Subscribe to Dashboard.

  2. Type a Subscription Name.

  3. Expand the Type drop-down list and choose File.

  4. Toggle Bookmark on to use a bookmark. If Bookmark is toggled off, the subscription is created without using a bookmark.

  5. Select a Bookmark. You can select the current view of the dashboard or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view automatically adds a new bookmark to the Bookmarks panel. You can name the bookmark for the current view.

  6. Choose the Format of the subscription from the drop-down list:

    • Excel

    • PDF

  7. Select the Range to include, by checking Expand layouts or Expand page by fields.

    If the document does not have multiple layouts, or attributes in Grouping section, these fields are inactive.

  8. Type the File Name. By default the file name is the same as the document name.

    Dynamic text in supported in the File Name field.

  9. In Location, choose from the following:

    • Users

    • Sub-folder

  10. If you choose Users:

    1. In Users, type the users that have a default delivery address for File subscription.

    2. Optionally select the check box next to Send notification to user's address and Send preview now to all recipients.

  11. If you choose Sub-folder:

    1. Expand the Subscription Device drop-down list and choose the device you want to send the subscription to.

    2. In Sub-folder, type the sub-folder you want to send the subscription to.

      Dynamic text is supported in the Sub-folder field.

    3. Optionally select the check box next to Send preview now to all recipients.

  12. In Delivery, expand the Schedule drop-down list and choose how often to send the subscription.

  13. To compress the file or set an end date for the subscription, click the Advanced Settings icon in the top right corner of the Subscription Editor.

    • To compress the file, select the Compress Into Zip File check box. You can edit the zipped file name. If you want, you can Password Protect Zip File by adding a password.

    • To set an end date for the subscription, select the Do Not Deliver After check box. Enter the end date and select a Time Zone.

  14. Click Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the document.

Annotate and Share

  1. Tap Share > Annotate and Share.
  2. Move your finger across the screen to draw or highlight items.
  3. Tap Add Comment to anchor a comment box.
  4. Tap the comment box to enter a message. Tap the checkmark icon when you're done.
  5. Tap Share to share or save your annotations.

Invite Users

  1. Tap Share > Share Document.
  2. Select users or user groups and add an optional message.
  3. Tap Send.

Get Link

  1. Tap Share > Share Document.
  2. Tap Copy.

Export Excel

  1. Tap Share > Export to Excel.
  2. Tap Range to export This Page or the Entire Document.

  3. TapExport.

Export to PDF

  1. Tap Share > Export to PDF.
  2. Tap Range to export This Page or the Entire Document.
  3. Tap Export. A PDF file of the document is downloaded to your Library app. This file is available to share with others.

    To view your exported PDFs, return to the Library Landing Page. Tap the Library drop-down and go to Folders > PDF Files.

Subscribe to Document

  1. Tap Share.> Subscribe to Document.

  2. Name the new subscription.

  3. Select a bookmark. You can select the current view of the document or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view will automatically add a new bookmark to the Bookmarks panel.

  4. Choose either Excel, PDF, or starting in Strategy One (May 2025), Snapshot as the format of the subscription. The PDF option allows you to change advanced Attached PDF Settings.

  5. Select a schedule. Schedules have already been created.

  6. Add an optional note.

  7. In the Deliver to field, review recipients of the subscription. To add users, start searching by their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add additional users, a new checkbox appears for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  8. Optionally, select the Send preview now to all recipients checkbox.

  9. Tap Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the document.