Once you publish the Draft or the Final Version, the collaboration panel automatically appears on the right. This panel gives you everything you need to track activity, leave comments, @mention teammates or clients, and manage sharing access.
The same collaboration tools remain available for both draft and final published reports.
Feature
What It Does
Report Activity
Shows the full history of the report — creation, edits, shares, and publish events.
Comments
Leave comments, tag teammates with @mentions, and track feedback or follow-ups.
Share Report
Share via name/email, Send a copy to myself, or Get link for a secure shareable URL.
Print / Save as PDF
Click Download in the Draft or Final version of your report.
If the report has no attachments, it downloads as a PDF. If the report includes attachments, it downloads as a ZIP file containing the report PDF and all supporting documents.
Need to download P&L, Balance Sheet, Cash Flow, AR/AP Aging, or multiple reports at once?
See Downloading Financials.
Frequently Asked Questions
Can shared reports be viewed without a Digits login?
If you email a PDF, anyone can view it without logging in. However, shared links, comments, @mentions, and in-app access all require a Digits login. This ensures report access stays secure and trackable.
Got a question or feedback? Our team is all ears—come say hello!
