> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/estimating/sending-and-acceptance/how-to-share-estimates-and-work-orders-with-your-team.md). # Share With Your Team Share estimates, invoices, and work orders with teammates in PaintScout using Share with Staff or permissions, or with anyone by email, live link, or PDF. How you share depends on whether the recipient has a PaintScout login. Use **Share with Staff** or permissions for PaintScout users. Use email, live links, or PDFs for anyone without a login. Different [user types and permissions](/support/account-settings/users-and-permissions/user-permissions.md) determine what each team member can access. *** ## Sharing within PaintScout As a Sales or Team user, you can share estimates and work orders with teammates in PaintScout using either of these two methods: ### 1. Share with Staff To share a specific estimate, invoice, or work order with another PaintScout user, use **Share with Staff**. For example, use it when a second estimator is helping with a job. Team users and Sales users with full access can already see the document, but sharing sends them a notification. 1. Open the estimate or invoice. If sharing the work order, select the **Work Order** tab. 2. Click the drop-down arrow beside the **Send** button and choose **Share with Staff**. 3. Select the user from the pop-up. The user receives an email notification and the estimate appears in their **Estimates** tab. Learn more in [Estimate Actions](/support/estimating/creating-estimates/estimate-actions.md).
{% hint style="info" %} [Painter users](/support/account-settings/users-and-permissions/painter-user.md) are not listed in **Share with Staff**. To send a painter a specific work order, use **Send** from the **Work Order** tab. Assign a job to their crew on the Production Calendar to send the painter the information through the Painter app. {% endhint %} ### 2. Give full visibility with permissions Use this when a teammate with a [Sales seat](/support/account-settings/users-and-permissions/sales-user.md) needs access to every estimate and invoice in the account. This is useful for Sales Managers and Sales Leads. Instead of sharing documents one at a time, enable **Access to other users’ documents**: 1. Go to **Account Settings** → **Billing** → **User Management**. 2. Open the user menu and click **Edit permissions**. 3. Turn on **Access to other users’ documents** and click **Save**. This lets them view and edit all users’ estimates and invoices. They can also view company-wide totals on the Dashboard and Deals pages. Learn more in [Custom Permissions](/support/account-settings/users-and-permissions/user-permissions.md).
*** ## Sharing outside of PaintScout These methods work for anyone, including people without a PaintScout login. ### 1. Send as an Email Send an estimate, invoice, or work order by email as a static document: 1. Open the estimate, invoice or work order you want to share. 2. Open the corresponding **Estimate**, **Invoice**, or **Work Order** tab. 3. Click the **Send** button to open the **Review & Send** dialog. 4. Enter the recipient's email address in the **To:** field. 5. Customize the email, then click **Send**. {% hint style="info" %} When you send from the **Work Order** tab, the **To:** dropdown automatically lists your active team members, including Painter users. You can always type in any email address. {% endhint %}
Animated walkthrough showing how to send an estimate or work order via email
*** ### 2. Share as a Live Link Share a particular estimate, invoice, or work order as a live link. Recipients see changes as you make them. 1. Open the estimate, invoice or work order you want to share. 2. Click the dropdown next to **Send**. 3. Select **Copy Estimate Link**, **Copy Invoice Link**, or **Copy Work Order Link**. 4. Choose if you would like to send a Tracking Link or a Preview Link. * Use the tracking link to see when the link is viewed. This is the preferred choice when sharing a link with your customer whose views you want to track * Use the preview link when you don't want to track views. This is particularly beneficial when sharing the link internally so another team member doesn't trigger the view tracking. 5. Paste the link into an email, text message, or Slack message.
Animated walkthrough showing how to copy an estimate or work order link for sharing
*** ### 3. Download a PDF Download a PDF when you need a static copy of an estimate, invoice or work order. 1. Open the document you want to share. 2. Click the dropdown next to **Send**. 3. Select **Download**. 4. Email or print the file as needed.
Animated walkthrough showing how to download an estimate or work order as a PDF
## Related articles
Estimate ActionsExplore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive.Estimate Actions
Custom PermissionsConfigure access levels for Sales, Team, and Painter users using custom permissions to control what team members can view and edit.Custom Permissions
Working With Work OrdersCreate and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team.Working With Work Orders
Crew NotesAdd crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers.Crew Notes
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