Sharing Reports
Three ways to deliver a generated report — share sheet, public link, or download — with revoke and white-label controls.
Once you've generated a report, you need to get it to the client. Tree Inventory AI gives you three options: the system share sheet (email, AirDrop, Messages), a permanent shareable link, or a direct download to Files / Drive. This page covers when to use which, how revocation works, and what the recipient sees.
Quick Start
- Open any generated report from the address view or report history.
- Tap Share to pick a delivery method.
- Share sheet — pushes the PDF through your phone's native share UI (email apps, AirDrop, messaging).
- Share link — generates a public read-only URL, expires in 90 days by default, revocable any time.
- Download — saves the PDF to Files (iOS) or Drive (Android) for manual delivery.
The three delivery methods
| Method | Best for | Recipient needs | Trackable | |---|---|---|---| | Share sheet | One-off email, quick send to your own inbox, AirDrop to a colleague's iPad | Whatever the share-sheet target requires (an inbox, a Mac on the same network, etc.) | No | | Share link | Sending to a client who might want to revisit the report later, embedding in a proposal, sharing across teams | A web browser | Yes (last-viewed timestamp on the report history) | | Download | Archival, attaching to your own systems (CRM, accounting), printing a hard copy | Your local file system | No |
Sharing via the system share sheet
Open the report
From the address view, tap Reports to see the history. Tap the report you want to send.
Tap Share, then Share Sheet
The phone's native share UI opens — same one you see when you share a photo or webpage.
Pick a target
Mail, Outlook, Gmail, Messages, AirDrop, Slack, whatever you have installed. The full PDF is attached.
The PDF is delivered as a file attachment, not a link. The recipient gets the report immediately and doesn't need to click anything to see it. If your client is on email and you don't need long-term access, this is the simplest path.
Sharing via a public link
A share link generates a public, read-only URL pointing at the report. Anyone with the URL can view the PDF in their browser — no sign-in required.
From the report, tap Share, then Create link
The app generates a URL. Tap Copy to put it on your clipboard, or tap any of the share-sheet options to send the link itself (in an email, a text, etc.).
The link is live immediately
The recipient pastes it into any browser and sees a styled landing page with your org's name, logo, and the embedded PDF.
Track viewing
Back in the report history, the report row shows when the link was last viewed. If the recipient never opens it, you'll know.
Default link expiration
Share links expire after 90 days by default. After expiration, the URL returns a "link expired" page instead of the report. This is a deliberate guardrail — links shared in a March email shouldn't still be wide open in December.
You can extend or revoke at any time from the report history.
Revoking a link
Open the report → Manage link → Revoke. The URL goes dead immediately. Anyone holding the old link sees an "access revoked" page.
If you need to re-share after revoking, generate a new link. The new URL is different from the old one — old copies of the URL stay revoked even if you re-share.
Regenerating a link
If the original report was wrong (typo, missing trees, outdated photos) and you've fixed it, you have two choices:
- Replace — point the existing share URL at the updated report. Anyone who saved the old link still gets the latest version.
- New link — revoke the old, generate a new one. Useful if the client should not see the old version (e.g. you're correcting a quote).
Replace is the default; the New link option is in the manage-link menu.
Downloading the PDF
If you want the PDF on your own device for archival, attaching to a CRM, or printing:
Open the report, tap Share, then Save to Files / Save to Drive
On iOS, the iOS Files picker opens. On Android, you'll see Drive plus any other file providers you have installed.
Pick a destination folder
The PDF saves at full resolution. Filename defaults to
<address>-<report-date>.pdf— sortable by date in any folder.
Downloaded copies are independent from the live report. If you regenerate the report later, the downloaded file doesn't update.
What the recipient sees
When a client opens a share link, the landing page shows:
- Your organization's name and logo at the top — the page is white-labeled, not "Tree Inventory AI" branded.
- The report's address and date.
- The full PDF embedded inline (with a download button).
- A footer noting the link will expire on a specific date.
This matters: the client sees a deliverable that looks like it came from your firm, not a third-party SaaS. Make sure your org name and logo are configured in Settings → Organization before you share your first link.
Email-direct vs share link — when to pick which
Email-direct (share sheet → email):
- Best for a one-shot delivery to a known recipient.
- Always reaches the inbox if the file isn't too large.
- No on-demand re-access — if the recipient deletes the email, the report is gone for them.
- No view tracking.
Share link:
- Best when the client wants to revisit the report (during a quote review, when forwarding to a property manager, when comparing year-over-year inventories).
- Trackable — you see when it was last viewed.
- Revocable if circumstances change.
- Can deliver larger reports without inbox-size issues.
- Public — don't use for sensitive content.
For most arborist deliverables, the answer is "send the link via email." You get inbox delivery plus the long-term access of a link. The client gets a clickable URL they can bookmark.
Common Questions
Can I password-protect a share link? Not in the MVP. Share links are open URLs. Use the share sheet for sensitive deliverables.
What's the maximum link expiration? 1 year. The default is 90 days; you can extend up to 365 days from the manage-link menu. Beyond that, re-issue a new link.
Can I see who viewed the link? You see when it was last viewed (timestamp). You don't see who — there's no email capture or sign-in gate on the public landing page. If you need named-viewer audit logs, deliver via email instead.
Does the share link update if I regenerate the report? By default, yes — the URL points at the latest version. If you want the old version frozen, use New link instead of Replace when regenerating.
Can I customize the landing page? Org name, logo, and accent color come from your org settings. Beyond that, the layout is fixed in the MVP. Deeper white-label customization (custom domain, custom HTML) is on the roadmap for the Pro tier.
Related
- Generating Reports — what's actually inside the PDF you're sharing
- Customers and Sites — the address-scoped data that drives each report
- Team and Roles — controlling who in your org can generate and revoke share links