Share approved work

Start with the exact item and revision you intend someone to see. A private console URL, a client portal report and an exported file have different access boundaries.

For posts and media

Use the review and export controls actually available for that item. Check the business and contents before sharing. Do not assume a copied console address is a public review link or that a person receiving it has permission to open it.

For reports

The client portal exposes the approved, sent report snapshot to the appropriate client workspace. Raw drafts and internal delivery records remain staff work. Review, edit and send describes how the saved report becomes the approved version.

If sending an exported document outside the portal is part of the engagement, confirm the recipient and remove unrelated material. A screenshot can reveal client names, private messages or other tabs.

An AI-generated draft should be reviewed before it is presented as the final work. Sharing does not turn an unsupported claim into a verified finding.