> ## Documentation Index
> Fetch the complete documentation index at: https://help.plannotator.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Share Your First Plan with Workspaces

> Drop a Markdown or HTML file, copy its collaborative link, and claim the temporary workspace after you sign in.

Drop one Markdown or HTML file to create a temporary collaborative workspace
without signing in. Copy the link from **Share link**. It opens the Workspaces
app, not the raw file.

## Before you start

Your file must:

* End in `.md`, `.markdown`, `.html`, or `.htm`.
* Contain non-empty UTF-8 text.
* Be no larger than 1.5 MiB.

## Share the file

<Steps>
  <Step title="Choose the file">
    On the signed-out Workspaces page, drop the file onto **Drop a file here,
    or click to choose**. You can also select that area and choose the file.
  </Step>

  <Step title="Copy the collaborative link">
    Workspaces creates the workspace and opens the document. The **Share link**
    panel opens once. Select **Copy link**.
  </Step>

  <Step title="Send the link">
    Send the copied link to each person who needs the plan. A recipient can
    read and comment. For a Markdown document, they can select **Edit** and
    change it with you. HTML documents do not have the live editor.
  </Step>

  <Step title="Sign in and claim the workspace">
    Select **Sign up to keep it** and complete the hosted sign-in screen. When
    Workspaces returns to the document, open **Unclaimed** and select **Claim
    this workspace**.
  </Step>
</Steps>

Claiming adds the workspace to **Home** and removes its expiry date. It does not
make the workspace private. Review its access setting after you claim it.

Only one person can claim a workspace. The first signed-in person to select
**Claim this workspace** becomes its owner.

## Claim it before the shown date

An anonymous workspace expires after 30 days without activity. Reading,
commenting, editing, or joining a live session through the Workspaces app
counts as activity. An authenticated API or MCP read or write also counts.
Workspaces records at most one deadline refresh per day. All activity that day
shares that refresh.

Raw-file requests, `/s` reads, and Git clone or fetch do not extend the date.
This prevents automated reads on those paths from keeping an unused share
active. Claim the workspace before the date shown under **Share link** or
**Unclaimed**.

If you create a workspace while signed in, or claim an anonymous workspace,
the anonymous expiry no longer applies.

Read [Data retention and deletion](/workspaces/security/retention-and-deletion)
for the activity and cleanup limits.

## Fix a file that Workspaces refuses

| Message or result                          | What to do                                                                                              |
| ------------------------------------------ | ------------------------------------------------------------------------------------------------------- |
| Only Markdown and HTML files can be shared | Rename the file only if it contains Markdown or HTML text. Otherwise, add it later as an artifact.      |
| The file is too large                      | Reduce the file to 1.5 MiB. To split it, sign in, create a workspace, then add each part as a document. |
| The file is empty or is not UTF-8 text     | Add content or save it as UTF-8, then try again.                                                        |
| Anonymous quick-create is not supported    | Select **Log in**, then create a private personal workspace.                                            |
| **Unable to load workspace**               | Check the link. If the shown expiry date passed, the app no longer opens the temporary workspace.       |

<Card title="Who can view and edit a workspace" icon="shield" href="/workspaces/sharing/who-can-access-a-workspace" arrow="true">
  Check the workspace access setting and any guest links after you claim it.
</Card>

*Reviewed July 22, 2026. Maintained by the Plannotator documentation team.*