Request for Assistance with Clay Workbook Link

·

· Sorted by Oldest

Channeled
APP
·
·
To get help with the shared Clay workspace, workbook, and table link, you can follow these steps: 1. For workbooks: • Click on the workbook's title in the top bar. • Click "Turn on sharing" to enable sharing. • Copy the Public Link to share with anyone, or enter specific emails for selected recipients. 2. For tables: • Click the "Actions" button in the top right corner. • Select "Share as template" from the dropdown. • Click "Turn on sharing" to make your table template shareable. • Copy the public link or enter specific email addresses to share. If you need further assistance, you can request human help by clicking on "Talk to a person" in this chat.
Sources: Share workbooks and tables as templates | Documentation | Clay University Share table as a template
Anaum K.
·
·
Hello Jamie! Thank you for reaching out! Good news! Happy to report that we heard back from the team and this issue should be fixed. Try a quick refresh (Cmd/Ctrl + Shift + R) and let us know if the problem has been resolved on your end, or if you still have trouble. Thank you for your patience as we worked on it.
Channeled
APP
·
·

Channeled
APP
·
·
To get help with the shared Clay workspace, workbook, and table link, you can follow these steps: 1. For workbooks: • Click on the workbook's title in the top bar. • Click "Turn on sharing" to enable sharing. • Copy the Public Link to share with anyone, or enter specific emails for selected recipients. 2. For tables: • Click the "Actions" button in the top right corner. • Select "Share as template" from the dropdown. • Click "Turn on sharing" to make your table template shareable. • Copy the public link or enter specific email addresses to share. If you need further assistance, you can request human help by clicking on "Talk to a person" in this chat.
Sources: Share workbooks and tables as templates | Documentation | Clay University Share table as a template
Anaum K.
·
·
Hello Jamie! Thank you for reaching out! Good news! Happy to report that we heard back from the team and this issue should be fixed. Try a quick refresh (Cmd/Ctrl + Shift + R) and let us know if the problem has been resolved on your end, or if you still have trouble. Thank you for your patience as we worked on it.
Channeled
APP
·
·