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Practical guide

How to share a clear record without losing your originals

Share a presentation copy or limited link while keeping original files separately.

Short answer: The safest workflow is to keep originals untouched and share only the material the recipient actually needs.

Simple sequence

  1. Keep originals private and unchanged
  2. Choose only relevant items to share
  3. Use a limited-access link where appropriate
  4. Review what the recipient can see before sending

Keep these together

  • Originals kept separately
  • Selected shared items
  • Context notes
  • Access settings

What to avoid

Do not include unrelated personal information simply because it is stored in the same record.

Keep notes factual. If you are unsure about a date, cause or sequence, mark that uncertainty instead of filling the gap with a guess.

Use Keptara for this record

Keptara can keep the original files, supporting documents, screenshots and a simple timeline together. A Record Pass or Pro plan can unlock additional features, but the core record can start on the free plan.

Start this record

Published and reviewed 2026-09-26.