This how-to guide includes 4 topics: opening the Share panel, setting the sharing scope, managing collaborators and permissions, and sending or exporting shared content; 4 items are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Share panel | Free |
| 2 | 2. Set the sharing scope | Free |
| 3 | 3. Manage collaborators and sharing permissions | Free |
| 4 | 4. Send a link or export a file | Free |
How-to Guide
1. Open the Share panel
Entry: the Share option in the top menu bar, or the Share button in the WPS document list.
- Open the smart spreadsheet you want to work with.
- Tap Share in the top menu bar.
- If you want to start from the file list, find the target smart spreadsheet in the Recent or Local list on the WPS home page.
- Tap the Share button to the right of the file name to enter the sharing page.
Success Criteria
- Interface result: You enter the sharing page and can see options such as sharing scope, joined collaborators, and sharing settings.
- Next action available: You can continue to copy a link, adjust permissions, or choose another sharing method.
Tips While Using
- Common mistake: If you are not in the smart spreadsheet view, you may not see the Share entry in the top menu bar.
- Environment note: Link creation and collaboration management on the sharing page usually require a network connection.
2. Set the sharing scope
Entry: Sharing Scope on the sharing page.
- On the sharing page, tap Sharing Scope.
- Choose specific people, or switch the setting to only yourself.
- Confirm that the current recipients and access scope match what you need.
- Return to the sharing page to continue.
Success Criteria
- Interface result: The sharing scope is updated to the selected recipients or access level.
- Next action available: You can continue to copy the link or manage joined collaborators.
Tips While Using
- Common mistake: If you do not review the sharing scope before sending, the wrong audience may get access.
- Environment note: It is recommended to complete sharing-scope settings while signed in to your account.
3. Manage collaborators and sharing permissions
Entry: People who joined the share and Sharing Settings on the sharing page.
- On the sharing page, tap People who joined the share to review current collaborators.
- Manage the joined collaborators as needed.
- Return to the sharing page and tap Sharing Settings.
- Set permissions for export, print, and save as.
Success Criteria
- Interface result: The collaborator list and sharing settings are adjusted to match your current needs.
- Next action available: You can continue sending the link or change permissions again later if needed.
Tips While Using
- Common mistake: Sending a link without checking sharing settings may give recipients permissions that do not fit your intent.
- Environment note: Collaborator management and permission syncing usually require a network connection.
4. Send a link or export a file
Entry: Share to, Copy Link, Export as .xlsx, Face-to-Face File Transfer, and More on the sharing page.
- On the sharing page, tap Share to and choose WeChat, QQ, Moments, or another supported app to send the link quickly.
- If you want to send it manually, tap Copy Link and paste it into the target app.
- If you need a local spreadsheet file, tap Export as .xlsx.
- If you need nearby transfer, tap Face-to-Face File Transfer.
- If you need another method, tap More and choose options such as email sharing or copy document.
Success Criteria
- Interface result: The link is copied, the sharing action starts, or a local .xlsx file is exported.
- Next action available: Recipients can access the content through the link, or you can continue with another sending method.
Tips While Using
- Common mistake: Sending before confirming the target method may place the link in the wrong destination.
- Environment note: Sharing to external apps requires the corresponding app to be installed and available on the device.