Sourcetable provides several ways to share your work with others.Documentation Index
Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Sharing workbooks
Share workbooks with team members in your organization. Members can view and collaborate on shared workbooks within the team workspace.Publishing charts
Publish charts to create shareable links:- Create a chart in your workbook
- Click Publish on the chart
- Share the generated link with anyone
Exporting for sharing
Export your work in multiple formats for stakeholders who don’t use Sourcetable:- PDF — formatted reports and dashboards
- XLSX — Excel-compatible workbooks
- CSV — raw data for other tools
- Doc — document format for reports
Referrals
Invite colleagues to Sourcetable through the referral program. Access referral links from your account settings.Enterprise sharing
Enterprise plans include additional sharing and security features:- SSO (Single Sign-On) — centralized authentication
- SOC 2 Type 2 compliance
- HIPAA compliance
- PCI compliance
- Encrypted at rest — all data encrypted
- Private user keys — additional encryption layer
- Cloud or on-premises — deployment flexibility