Guides

Step-by-step answers for sharing documents with people and their AI: what to do, what the recipient sees, and how to keep control afterwards.

• How to share documents so the recipient's AI can answer questions about them

  Put the documents in a Base and send the link. The recipient reads it in a browser or connects it to Claude, ChatGPT or another AI, and every answer cites a quote from your files.

• How to sell access to your research or documents

  Put the material in a Base, switch it to paid access, set a one-time or monthly price, and share the link. Buyers question it in the browser or their own AI.

• How to give Claude or ChatGPT access to a set of documents

  Upload the documents to a Base and connect Base to Claude or ChatGPT once. Your AI can then search them and read the source behind every answer.

• How to set up an AI-ready data room for due diligence

  Create a Base for the deal, review the facts it extracts, and share it invite-only. Buyers and advisors ask questions in the browser or from their own AI, with sources.

• How to hand off a client project with every decision and source attached

  Put the deliverables and the working files behind them in one Base and send the link. The client gets an overview, a timeline and cited decisions they can question.

• How to share a knowledge base with people outside your company

  Which tools let an outside reader open shared documents and use their own AI on them: Base, Claude and ChatGPT Projects, Gemini Notebook, Drive, Glean, DocSend and Papermark.