Common workflowsGuideAbout 7 min
Share weekly reports with groupmates
Send a folder, accept a separate copy, or move a weekly report through JSON import and export.
Guide7 minute read
Send a folder
- 1
Open Weekly Report Workspace
Choose the folder you want to share. - 2
Select Send
Enter the receiver’s LikhaDocs email address and an optional message. - 3
Create the transfer
The sender keeps the original folder while the transfer remains pending.
Receive a folder
- 1
Open Weekly Report Inbox
Use the notification bell or the workspace Inbox button. - 2
Review the Incoming tab
Check the sender, folder name, message, and status. - 3
Accept or reject
Accepting creates a separate editable folder. Rejecting creates no folder.
Use the copy in the builder
- 1
Accept the transfer
The copied folder must appear in your workspace first. - 2
Open Narrative Report Builder
Go to Weekly Journal and choose Created weekly report. - 3
Preview and import
Select the accepted folder, review its entries, then choose Use Folder Entries.
Manage transfer records
- Pending transfers may be cancelled by the sender.
- Accepted, rejected, cancelled, and expired records may be removed from a user’s list.
- Removing a transfer record does not delete an accepted copied folder.
- Old temporary transfer records and notifications are cleaned automatically.
JSON import and export
Export creates a LikhaDocs weekly-report JSON file. Import creates a separate folder copy from a valid file. Use this path only with files from trusted groupmates.