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Contributor ⭐️⭐️
December 26, 2024
Released

Document sharing in spaces

Related products:CS Spaces
  • December 26, 2024
  • 10 replies
  • 105 views

How can you share documents with customers in the spaces? If we have certain ppts and guides around our product or new updates which we may want to share with the customers in the spaces.

    10 replies

    PavanCh
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    February 4, 2025

    The Notes widget can be used to share document links - the content of the notes widget is fully controlled via the layout setup process

    Contributor ⭐️⭐️⭐️
    February 5, 2025

    Can we attach instead of sharing links?

    PavanCh
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    February 6, 2025

    Spaces notes currently only supports links for documents hosted externally.

    Attaching a document directly is not supported.

    Thanks

     

    sacha
    Contributor ⭐️⭐️⭐️⭐️⭐️
    February 6, 2025

    Attachments should be supported; why allow sharing videos / reports / links but not files? CSMs and customers frequently collaborate on documents like spreadsheets and share decks etc.

    jmfdez
    Contributor ⭐️
    February 10, 2025

    Attachments should be supported; why allow sharing videos / reports / links but not files? CSMs and customers frequently collaborate on documents like spreadsheets and share decks etc.

    I agree with your comments and would add that images should be directly supported in comments and space notes, not just via a URL

    Helper ⭐️
    February 25, 2025

    I would like to add on that document sharing is a critical component for us as well. I would also like to know if there will be any integration with community content so that we could potentially add community content into the spaces with something better than just a link. 

    Contributor ⭐️
    February 26, 2025

    Agreed with document sharing. We tried having certain documents such as presentations stored in SF a while back but found out that hosting presentations posed a storage concern for our license so I am curious if that would potentially be an issue should GS Spaces allow document sharing. If planning for the roadmap I would like to suggest significant memory for document sharing.

    Contributor ⭐️⭐️
    February 26, 2025

    I completely agree that this feature would be incredibly valuable.

    For the Customer, it provides a single, centralized place to track everything related to the vendor, ensuring easy access to important information.

    For the Customer Success team, it eliminates the need to send ppts or email attachments, reducing the risk of lost files and improving visibility for the entire team.

    ssamarth
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    February 25, 2026

    The Attachments Widget in Spaces allows Customer Success Managers to share files with end-users securely. You can upload new files, select existing company attachments, and remove files from the shared view, all without leaving the company’s shared space.

     

    Doc link

    Helper ⭐️
    February 25, 2026
    New Idea→Released