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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
On this page
  1. Send a folder
  2. Receive a folder
  3. Use the copy in the builder
  4. Manage transfer records
  5. JSON import and export

Send a folder

  1. 1

    Open Weekly Report Workspace

    Choose the folder you want to share.
  2. 2

    Select Send

    Enter the receiver’s LikhaDocs email address and an optional message.
  3. 3

    Create the transfer

    The sender keeps the original folder while the transfer remains pending.

Receive a folder

  1. 1

    Open Weekly Report Inbox

    Use the notification bell or the workspace Inbox button.
  2. 2

    Review the Incoming tab

    Check the sender, folder name, message, and status.
  3. 3

    Accept or reject

    Accepting creates a separate editable folder. Rejecting creates no folder.

Use the copy in the builder

  1. 1

    Accept the transfer

    The copied folder must appear in your workspace first.
  2. 2

    Open Narrative Report Builder

    Go to Weekly Journal and choose Created weekly report.
  3. 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.