Give your tax advisor or other external people access to your documents

What it is and what it is for

Your tax advisor gets access when you share a workspace externally. They receive an email invitation and sign in with their own PaperOffice account. This works only for workspaces of type Business. Only root or administrators may share.

How it works

1. Open Document AI → Workspaces, then the workspace with your documents.
2. On the Workspace type tab, check that Business is selected.
3. Switch to the Sharing tab and click New external share.
4. Choose the email channel and enter the Email Address.
5. Choose the Document access: View + Download or View + Download + Upload. Set how long the share is valid.
6. Click Save and activate sharing.

Good to know

• The recipient opens the link in the email and signs in or registers. Until then the share shows “Pending”.
• External people never get edit or admin rights.
• Your account pays for uploads by the external person and their processing. A monthly budget limits this.
• Under Active shares you change the rights or click Revoke. Access ends immediately.
• External people appear in Users Management with the role “External”. You invite employees of your organisation there as users, not through a share.
• The Phone channel with mobile number and PIN is something else: a caller asks a phone agent questions about the workspace. It needs a share gateway in Conversation AI. It is not the right way for your tax advisor to work with your documents.