Share a Project

En Español

You can give someone who isn’t on your account access to read-only versions of your plan sheets, takeoffs, and takeoff reports with the Share feature.

This can be useful when you want to:

• Show others your work – measurements and quantities.
• Keep all project collaborators informed on takeoff details and plan updates.
• Avoid emailing new PDF files every time a change is made.
• Distribute helpful info that can be used at the job site.
• Provide material details to your suppliers for quotes.

How it Works
When you Share a project, a link specific to that project is generated which you can send to whomever you’d like. Anyone* with the link will be able to view your plan sheets, takeoffs - measurement details & annotations - and takeoff reports in STACK. They will NOT be able to edit anything and CANNOT view any pricing information in the reports.

If you no longer want to share a project, you can stop at any time.

*They will need to sign up for a free STACK account if they don’t already have a STACK account.

TIP: The Invite feature is another way to collaborate with people not on your account. Invite allows you to give anyone access to blank copies of your project plan sheets so they can do a takeoff in STACK. Refer to Invite Others to Perform Takeoffs on Your Plans for more info.

See below for instructions:
Share a Project
Stop Sharing a Project

Share a Project

TIP: It is helpful to organize your project documents and takeoff data using folders and label groups before sharing to make it easier for others to navigate.

NOTE: You cannot Share a Private Project.

1. Open the project in STACK that you want to share.
2. Click SHARE in the upper right corner of your screen.
3. Click the Project Sharing toggle.
   This will generate a shareable link associated with the selected project.
4. Click the copy button and the link will be copied to your Clipboard.
5. Click Close.
6. Paste the link you copied into an email, instant message, CRM, or any communication method you chose to share the project.

Projects you Share will have a link icon next to their name on the Project List so you can keep track of which projects you’ve shared.

Stop Sharing a Project

1. Open the project in STACK that you want to stop sharing.
2. Click SHARE in the upper right corner of your screen.
3. Click the Project Sharing toggle so it turns from green to gray.
   You’ll be able to see how many people will lose access to the project before proceeding.
4. Click the Unshare button to stop sharing the project.

Related Articles

Invite Others to Perform Takeoffs on Your Plans

If you need additional assistance, please Contact Us.