DocsProject Sharing

Project Sharing

Share cabinet projects with other Cabinet Planner users — send a copy of any project directly to a colleague or client

Overview

Project Sharing lets you send a complete copy of any project to another registered Cabinet Planner user. The recipient receives their own independent copy of the project — changes they make do not affect your original, and vice versa. Sharing is useful for handing off projects to a colleague, a client, or another team member who needs to work with the design.

How to Share a Project

  1. Open the Dashboard — Go to your project list at /dashboard
  2. Click the Share button — Find the project you want to share and click the share icon next to it
  3. Search for the recipient — Type the recipient's email address in the search field. You need at least 2 characters to trigger a search
  4. Select the user — Click the matching result from the dropdown to select the recipient
  5. Send — Click the Send button. A copy of your project is sent to the recipient's incoming shares
The recipient must have a registered Cabinet Planner account. You cannot share with external email addresses that don't have an account.

Receiving a Shared Project

When someone shares a project with you, it appears in your Incoming Shares panel on the Dashboard. A notification badge shows the number of pending shares.

To manage incoming shares:

Accept

The project is duplicated into your own project library. You can then open, edit, and export it like any of your own projects.

Decline

The share request is dismissed and the project is not added to your library. The sender is not notified.

What Gets Copied

When you accept a shared project, you receive a complete copy including:

  • All cabinet definitions (dimensions, materials, fronts, construction type)
  • Cabinet positions and layout
  • Edge banding configurations
  • Gola profile settings
  • All other project data
Custom materials created by the sender are referenced by ID. If the recipient doesn't have access to those same materials, the cabinet will display with its assigned color but without the custom material name. Global default materials always transfer correctly.

Finding Other Users

User search is done by email address. The search begins automatically when you type at least 2 characters in the recipient field. Matches are shown in a dropdown below the search field.

If no results appear, either the email is not registered with Cabinet Planner, or the user's account uses a different email. Contact the recipient directly to confirm their registered email address.

Requirements

  • Sender — Must be logged in and own the project being shared
  • Recipient — Must have a registered Cabinet Planner account
  • Sharing is available to all users (Starter and Pro)
  • The project limits of the recipient's plan still apply after acceptance — a Starter plan user can only hold 1 project

Tips

  • Share projects to hand off work to a colleague without losing your own copy
  • Send a project to a client for them to review in their own account
  • Duplicate your own projects across accounts you manage for template reuse
  • If a share is accidentally sent, the recipient can simply decline it
  • The Incoming Shares panel on the Dashboard shows sender name and project name so you always know what you're receiving