Sharing a whiteboard with clients
Workshops with clients go better when they can see and touch the work — without joining your workspace, creating an account or getting access to everything else you do.
One link per board, with a role
Open a board's Share dialog and create a link that can edit or one that can view. Anyone with the link opens that board, and only that board, without an account. A client sees the work you chose to show them and nothing else in your workspace.
- Editors add and move notes, draw frames and connectors, and join in voting.
- Viewers read the board: they pan, zoom, follow the presenter, vote, copy and export, but cannot change anything. The server enforces it, not just the buttons.
Guests choose the name others see beside their cursor when they arrive, and the attendee list marks them as guests. Create as many links as you need — one per client team, say — and revoke any of them when it should stop opening the board.
Lock it when it is signed off
Once a board is agreed, Lock it. It then opens read-only for everyone except the workspace's owners and admins, whatever their link says, and a banner explains why. The work stays exactly as it was signed off; unlock it if you need to change it again.
Hand it over
At the end of an engagement, export the board and give it to the client. An OCIF file is the board itself in an open format, which any tool that reads it can open; SVG, PNG and PDF are pictures of it to file away or print. The work was made for them, and they keep it whatever happens to either of you.
A board for a first meeting
Pitching, or running a first workshop before anyone has signed anything? A quick board needs no account on your side either. People you invite can edit it for 50 minutes, then it is read-only for everyone but you; sign in to keep it as an ordinary board.