Documentation / The service

Sharing with a client

A private link to one of your projects. Whoever has it can try the design, comment on it, or work on it with you.

A link is to the project itself, as it is saved in your account. Only somebody who has the link can open it, and you can switch it off at any time. Nothing is published. The gallery is the public way to show a design, and it takes a copy. A link takes no copy, so what your client sees is your last save.

Making links is part of Pro. Opening one needs no plan, and for viewing and commenting it needs no account.

Making a link

Save the project to your account, then choose File > Share with a client. Pick what the link allows, write who it is for, and press the button. The new link appears at the top of the list with Copy link beside it. Send it however you like.

The Share with a client dialog: View, Comment and Edit, a field for who the link is for, and the list of links to the project.
The dialog that makes links. The label is yours alone. The person who opens the link never sees it.

The label is how you tell links apart later, and it is shown beside each comment so you know which client wrote it. Make one link per person. Then you can switch off one person's link without touching anybody else's.

What each kind of link allows

LinkWhat they can doAccount
ViewUse the design as a working preview: every screen, touch, sliders, and the buttons that change screens.None
CommentEverything a View link allows, and read and write comments pinned to the screens.None. They type a name once.
EditEverything a Comment link allows, and open the project in the designer and save changes to it.A free account, so each save has a name against it.

An Edit link opened by somebody who is not signed in works as a Comment link and offers Sign in to edit.

What your client sees

A View or Comment link opens a page with the design on it and nothing of the editor. The screens are tabs across the top. The design behaves as it does in Preview: buttons press, sliders drag, and an event that changes screen changes it. Start again puts every screen back as it was. The page works on a phone.

A Comment link open in a browser: the thermostat design as a working preview, a numbered pin on the setpoint, and the comment with the owner's reply beside it.
A Comment link, as the client sees it. Pin 1 is on the number the comment is about.

Three things never leave your account through a link:

Opening a link does not touch the design your client already has in their own browser. When they go back to the designer without the link, their own work is as they left it.

Comments

Add a comment, then click the place on the screen it is about. The comment is pinned to the widget under the click, and the pin follows that widget if you move or resize it later. A comment can also be about the whole screen, with no pin. In the designer, select a widget first and the new comment is pinned to it without a click on the canvas.

Each comment is a thread. Anybody who can comment can reply. You, and anybody working through an Edit link, can mark a thread resolved or reopen it. A client on a Comment link cannot resolve, but a reply from them on a resolved thread reopens it. Only you can delete a comment or a reply.

The Comments button on the title bar opens the panel. Open threads come first and resolved ones are under Resolved. Clicking a pin opens its thread, and opening a thread shows its screen and selects its widget. While you are in Preview the pins show only when the panel is open, so they do not sit on the buttons you are trying.

If you delete a widget that has a comment pinned to it, the comment stays on the screen at the point where it was made. If you delete the whole screen, the comment stays in the list.

Hearing about a comment

When somebody else comments, the title bar shows how many threads you have not read, across all of your projects, and clicking it takes you to them. You also get an email with the comment in it and a link that opens the project. A run of comments sends one email, not one each. For half an hour after it, later comments on that project wait with the first, unless you have opened the project's comments in between.

Working on the same project

An Edit link opens your project in the full designer for the person you gave it to. Their File menu has a save that names you, such as Save to Jon Maker's project, and Ctrl+S does the same. It also has Save a copy to my account, which makes a project of their own with no link to yours.

At the same time

Everybody who has a shared project open is working on the same design, live. When you move a widget it moves on your client's screen as you do it, usually within a tenth of a second. Nobody presses anything to send a change or to receive one.

If two people change the same thing at the same moment, the change that reaches the server last is the one everybody ends up with. If one of you deletes a widget the other is changing, the delete stands.

If your connection drops

You can keep working. A strip says Offline - your changes are kept here and will be sent when you are back, with how many are waiting, and other people see that your connection has dropped. When you are back your changes are sent and you are given what you missed.

The one time you are asked anything is when what you changed while away no longer fits: a widget you were working on has been deleted in the meantime. Then nothing of yours is sent, your version stays on your screen, and the designer asks what to do with the two versions:

The dialog shown when changes made while away no longer fit: it offers Load theirs or Save mine as a copy.
Neither version is lost whichever you choose.
ChoiceWhat happens
Load theirsThe shared design opens and you are live again. Your version is kept in your browser, and Kept copy on the title bar downloads it as a project file.
Save mine as a copyYour version is saved as a new project in your own account. The shared one stays as it is.

Changes you have not sent are kept in your browser, so a reload does not lose them.

One rule protects an API key. A widget that holds a key of yours keeps all of its settings as you saved them, whatever a collaborator sends, because the setting beside a key is the address the key is sent to. A collaborator can still move, resize, rename and restyle that widget. Their Console tab says so when a save left its settings alone.

A classroom

For creator accounts. A classroom is a fourth kind of link, for an audience and not a client: any number of people watch you work on the project, live, with no account. It is made for streaming and teaching. Put the link in your stream's description and your viewers have the design itself on their own screen, changing as you change it.

To draw the design, each watcher's browser is sent the design. Open a classroom on a project you are content for your audience to have. An API key typed into a widget is never sent to anybody.

Switching a link off

The dialog lists every link to the project with when it was last opened. Revoke switches a link off at once. The next thing its holder tries says the link has been switched off, and the link then answers as one that never existed. A revoked link cannot be switched back on. Make a new one.

You can change what a link allows from the same list. Anybody who has it open is told to reload. Comments stay when a link is revoked. Deleting the project deletes its links and its comments.

Treat a link as you would a password for that project. Anybody it is forwarded to can do what the link allows.

Limits

WhatLimit
Links to one project20
People in one project at the same time24
People watching a classroom500, counted apart from the 24
Comments and replies on one project2,000
Replies in one thread200 entries, the comment included
Length of one comment4,000 characters

The room in a shared project is its owner's plan's. A collaborator cannot add more screens than your plan allows.

What is stored

A comment stores the name its author gave, the text, the time, and which link it came through. A visitor with no account leaves nothing else. See the privacy policy.