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docs(user): improve documentation on sharing

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Elian Doran
2025-06-15 23:29:49 +03:00
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apps/server/src/assets/doc_notes/en/User Guide/User Guide/Advanced Usage/Sharing.html generated vendored
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<p>Trilium allows you to share selected notes as <strong>publicly accessible</strong> read-only
documents. This feature is particularly useful for publishing content directly
from your Trilium notes, making it accessible to others online.</p>
<h2>Prerequisites</h2>
<p>To use the sharing feature, you must have a&nbsp;<a class="reference-link"
href="#root/_help_WOcw2SLH6tbX">Server Installation</a>&nbsp;of Trilium.
This is necessary because the notes will be hosted from the server.</p>
<h2>How to Share a Note</h2>
<ol>
<li>
<p><strong>Enable Sharing</strong>: To share a note, toggle the <code>Shared</code> switch
within the note's interface. Once sharing is enabled, an URL will appear,
which you can click to access the shared note.</p>
<p>
<img src="Sharing_share-single-note.png" alt="Share Note">
</p>
</li>
<li>
<p><strong>Access the Shared Note</strong>: The link provided will open the
<figure
class="image">
<img style="aspect-ratio:1144/660;" src="Sharing_image.png" width="1144"
height="660">
</figure>
<h2>Features, interaction and limitations</h2>
<ul>
<li>Searching by note title.</li>
<li>Automatic dark/light mode based on the user's browser settings.</li>
<li>Mobile-friendly layout, with sidebar.</li>
<li>Collapsible tree with the same note icons as the application.</li>
<li>Customizable logo.</li>
<li>Toggle button for dark/light mode, which also stores the user preferences.</li>
<li>Quick navigation buttons (previous and next note).</li>
<li>Displaying the date of the last update of the note.</li>
</ul>
<h3>By note type</h3>
<figure class="table" style="width:100%;">
<table class="ck-table-resized">
<colgroup>
<col style="width:19.92%;">
<col style="width:41.66%;">
<col style="width:38.42%;">
</colgroup>
<thead>
<tr>
<th>&nbsp;</th>
<th>Supported features</th>
<th>Limitations</th>
</tr>
</thead>
<tbody>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_iPIMuisry3hd">Text</a>
</th>
<td>
<ul>
<li>Table of contents.</li>
<li>Syntax highlight of code blocks, provided a language is selected (does
not work if “Auto-detected” is enabled).</li>
<li>Rendering for math equations.</li>
</ul>
</td>
<td>
<ul>
<li>Including notes is not supported.</li>
<li>Inline Mermaid diagrams are not rendered.</li>
</ul>
</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_6f9hih2hXXZk">Code</a>
</th>
<td>
<ul>
<li>Basic support (displaying the contents of the note in a monospace font).</li>
</ul>
</td>
<td>
<ul>
<li>No syntax highlight.</li>
</ul>
</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_m523cpzocqaD">Saved Search</a>
</th>
<td colspan="2">Not supported.</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_iRwzGnHPzonm">Relation Map</a>
</th>
<td colspan="2">Not supported.</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_bdUJEHsAPYQR">Note Map</a>
</th>
<td colspan="2">Not supported.</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_HcABDtFCkbFN">Render Note</a>
</th>
<td colspan="2">Not supported.</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_GTwFsgaA0lCt">Book</a>
</th>
<td>
<ul>
<li>The child notes are displayed in a fixed format.&nbsp;</li>
</ul>
</td>
<td>
<ul>
<li>More advanced view types such as the calendar view are not supported.</li>
</ul>
</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_s1aBHPd79XYj">Mermaid Diagrams</a>
</th>
<td>
<ul>
<li>The diagram is displayed as a vector image.</li>
</ul>
</td>
<td>
<ul>
<li>No further interaction supported.</li>
</ul>
</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_grjYqerjn243">Canvas</a>
</th>
<td>
<ul>
<li>The diagram is displayed as a vector image.</li>
</ul>
</td>
<td>
<ul>
<li>No further interaction supported.</li>
</ul>
</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_1vHRoWCEjj0L">Web View</a>
</th>
<td colspan="2">Not supported.</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_gBbsAeiuUxI5">Mind Map</a>
</th>
<td>The diagram is displayed as a vector image.</td>
<td>
<ul>
<li>No further interaction supported.</li>
</ul>
</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_81SGnPGMk7Xc">Geo Map</a>
</th>
<td colspan="2">Not supported.</td>
</tr>
<tr>
<th><a class="reference-link" href="#root/pOsGYCXsbNQG/KSZ04uQ2D1St/_help_W8vYD3Q1zjCR">File</a>
</th>
<td>Basic interaction (downloading the file).</td>
<td>
<ul>
<li>No further interaction supported.</li>
</ul>
</td>
</tr>
</tbody>
</table>
</figure>
<p>While the sharing feature is powerful, it has some limitations:</p>
<ul>
<li><strong>Code Notes</strong>: No syntax highlighting.</li>
<li><strong>Static Note Tree</strong>
</li>
<li><strong>Protected Notes</strong>: Cannot be shared.</li>
<li><strong>Include Notes</strong>: Not supported.</li>
</ul>
<p>Some of these limitations may be addressed in future updates.</p>
<h2>Prerequisites</h2>
<p>To use the sharing feature, you must have a&nbsp;<a class="reference-link"
href="#root/_help_WOcw2SLH6tbX">Server Installation</a>&nbsp;of Trilium.
This is necessary because the notes will be hosted from the server.</p>
<h2>How to Share a Note</h2>
<ol>
<li>
<p><strong>Enable Sharing</strong>: To share a note, toggle the <code>Shared</code> switch
within the note's interface. Once sharing is enabled, an URL will appear,
which you can click to access the shared note.</p>
<p>
<img src="Sharing_share-single-note.png" alt="Share Note">
</p>
</li>
<li><strong>Access the Shared Note</strong>: The link provided will open the
note in your browser. If your server is not configured with a public IP,
the URL will refer to <code>localhost (127.0.0.1)</code>.</p>
<p>
<img src="Sharing_share-single-note-.png" alt="Shared Note Example">
</p>
</li>
</ol>
<h2>Sharing a Note Subtree</h2>
<p>When you share a note, you actually share the entire subtree of notes
beneath it. If the note has child notes, they will also be included in
the shared content. For example, sharing the "Formatting" subtree will
display a page with basic navigation for exploring all the notes within
that subtree.</p>
<p>
<img src="Sharing_share-multiple-not.png" alt="Shared Subtree Example">
</p>
<h2>Viewing All Shared Notes</h2>
<p>You can view a list of all shared notes by clicking on "Show Shared Notes
Subtree." This allows you to manage and navigate through all the notes
you have made public.</p>
<h2>Security Considerations</h2>
<p>Shared notes are published on the open internet and can be accessed by
anyone with the URL. The URL's randomness does not provide security, so
it is crucial not to share sensitive information through this feature.</p>
<h3>Password Protection</h3>
<p>To protect shared notes with a username and password, you can use the <code>#shareCredentials</code> attribute.
Add this label to the note with the format <code>#shareCredentials="username:password"</code>.
To protect an entire subtree, make sure the label is <a href="#root/_help_bwZpz2ajCEwO">inheritable</a>.</p>
<h2>Advanced Sharing Options</h2>
<h3>Customizing the Appearance of Shared Notes</h3>
<p>The default shared page is basic in design, but you can customize it using
your own CSS:</p>
<ul>
<li><strong>Custom CSS</strong>: Link a CSS&nbsp;<a class="reference-link"
href="#root/_help_6f9hih2hXXZk">Code</a>&nbsp;note to the shared page by
adding a <code>~shareCss</code> relation to the note. If you want this style
to apply to the entire subtree, make the label inheritable. You can hide
the CSS code note from the tree navigation by adding the <code>#shareHiddenFromTree</code> label.</li>
<li><strong>Omitting Default CSS</strong>: For extensive styling changes,
use the <code>#shareOmitDefaultCss</code> label to avoid conflicts with Trilium's
<a
href="#root/_help_Wy267RK4M69c">default stylesheet</a>.</li>
</ul>
<h3>Adding JavaScript</h3>
<p>You can inject custom JavaScript into the shared note using the <code>~shareJs</code> relation.
This allows you to access note attributes or traverse the note tree using
the <code>fetchNote()</code> API, which retrieves note data based on its
ID.</p>
<p>Example:</p><pre><code class="language-application-javascript-env-backend">const currentNote = await fetchNote();
the URL will refer to <code>localhost (127.0.0.1)</code>.</li>
</ol>
<h2>Sharing a Note Subtree</h2>
<p>When you share a note, you actually share the entire subtree of notes
beneath it. If the note has child notes, they will also be included in
the shared content. For example, sharing the "Formatting" subtree will
display a page with basic navigation for exploring all the notes within
that subtree.</p>
<h2>Viewing All Shared Notes</h2>
<p>You can view a list of all shared notes by clicking on "Show Shared Notes
Subtree." This allows you to manage and navigate through all the notes
you have made public.</p>
<h2>Security Considerations</h2>
<p>Shared notes are published on the open internet and can be accessed by
anyone with the URL. The URL's randomness does not provide security, so
it is crucial not to share sensitive information through this feature.</p>
<h3>Password Protection</h3>
<p>To protect shared notes with a username and password, you can use the <code>#shareCredentials</code> attribute.
Add this label to the note with the format <code>#shareCredentials="username:password"</code>.
To protect an entire subtree, make sure the label is <a href="#root/_help_bwZpz2ajCEwO">inheritable</a>.</p>
<h2>Advanced Sharing Options</h2>
<h3>Customizing the Appearance of Shared Notes</h3>
<p>The default design should be a good starting point, but you can customize
it using your own CSS:</p>
<ul>
<li><strong>Custom CSS</strong>: Link a CSS&nbsp;<a class="reference-link"
href="#root/_help_6f9hih2hXXZk">Code</a>&nbsp;note to the shared page by
adding a <code>~shareCss</code> relation to the note. If you want this style
to apply to the entire subtree, make the label inheritable. You can hide
the CSS code note from the tree navigation by adding the <code>#shareHiddenFromTree</code> label.</li>
<li><strong>Omitting Default CSS</strong>: For extensive styling changes,
use the <code>#shareOmitDefaultCss</code> label to avoid conflicts with Trilium's
<a
href="#root/_help_Wy267RK4M69c">default stylesheet</a>.</li>
</ul>
<h3>Adding JavaScript</h3>
<p>You can inject custom JavaScript into the shared note using the <code>~shareJs</code> relation.
This allows you to access note attributes or traverse the note tree using
the <code>fetchNote()</code> API, which retrieves note data based on its
ID.</p>
<p>Example:</p><pre><code class="language-application-javascript-env-backend">const currentNote = await fetchNote();
const parentNote = await fetchNote(currentNote.parentNoteIds[0]);
for (const attr of parentNote.attributes) {
console.log(attr.type, attr.name, attr.value);
}</code></pre>
<h3>Creating Human-Readable URL Aliases</h3>
<p>Shared notes typically have URLs like <code>http://domain.tld/share/knvU8aJy4dJ7</code>,
where the last part is the note's ID. You can make these URLs more user-friendly
by adding the <code>#shareAlias</code> label to individual notes (e.g., <code>#shareAlias=highlighting</code>).
This will change the URL to <code>http://domain.tld/share/highlighting</code>.</p>
<p><strong>Important</strong>:</p>
<ol>
<li>Ensure that aliases are unique.</li>
<li>Using slashes (<code>/</code>) within aliases to create subpaths is not
supported.</li>
</ol>
<h3>Viewing and Managing Shared Notes</h3>
<p>All shared notes are grouped under an automatically managed "Shared Notes"
section. From here, you can view, share, or unshare notes by moving or
cloning them within this section.</p>
<p>
<img src="Sharing_shared-list.png" alt="Shared Notes List">
</p>
<h3>Setting a Custom Favicon</h3>
<p>To customize the favicon for your shared pages, create a relation <code>~shareFavicon</code> pointing
to a file note containing the favicon (e.g., in <code>.ico</code> format).</p>
<h3>Sharing a Note as the Root</h3>
<p>You can designate a specific note or folder as the root of your shared
content by adding the <code>#shareRoot</code> label. This note will be linked
when visiting <code>[http://domain.tld/share](http://domain/share)</code>,
making it easier to use Trilium as a fully-fledged website. Consider combining
this with the <code>#shareIndex</code> label, which will display a list of
all shared notes.</p>
<h2>Limitations</h2>
<p>While the sharing feature is powerful, it has some limitations:</p>
<ul>
<li><strong>No Relation Map Support</strong>
</li>
<li><strong>Book Notes</strong>: Only show a list of child notes.</li>
<li><strong>Code Notes</strong>: No syntax highlighting.</li>
<li><strong>Static Note Tree</strong>
</li>
<li><strong>Protected Notes</strong>: Cannot be shared.</li>
<li><strong>Include Notes</strong>: Not supported.</li>
</ul>
<p>Some of these limitations may be addressed in future updates.</p>
<h2>Attribute reference</h2>
<figure class="table">
<table>
<thead>
<tr>
<th>Attribute</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td><code>shareHiddenFromTree</code>
</td>
<td>this note is hidden from left navigation tree, but still accessible with
its URL</td>
</tr>
<tr>
<td><code>shareExternalLink</code>
</td>
<td>note will act as a link to an external website in the share tree</td>
</tr>
<tr>
<td><code>shareAlias</code>
</td>
<td>define an alias using which the note will be available under <code>https://your_trilium_host/share/[your_alias]</code>
</td>
</tr>
<tr>
<td><code>shareOmitDefaultCss</code>
</td>
<td>default share page CSS will be omitted. Use when you make extensive styling
changes.</td>
</tr>
<tr>
<td><code>shareRoot</code>
</td>
<td>marks note which is served on /share root.</td>
</tr>
<tr>
<td><code>shareDescription</code>
</td>
<td>define text to be added to the HTML meta tag for description</td>
</tr>
<tr>
<td><code>shareRaw</code>
</td>
<td>Note will be served in its raw format, without HTML wrapper. See also&nbsp;
<a
class="reference-link" href="#root/_help_Qjt68inQ2bRj">Serving directly the content of a note</a>&nbsp;for an alternative method
without setting an attribute.</td>
</tr>
<tr>
<td><code>shareDisallowRobotIndexing</code>
</td>
<td>
<p>Indicates to web crawlers that the page should not be indexed of this
note by:</p>
<ul>
<li>Setting the <code>X-Robots-Tag: noindex</code> HTTP header.</li>
<li>Setting the <code>noindex, follow</code> meta tag.</li>
</ul>
</td>
</tr>
<tr>
<td><code>shareCredentials</code>
</td>
<td>require credentials to access this shared note. Value is expected to be
in format <code>username:password</code>. Don't forget to make this inheritable
to apply to child-notes/images.</td>
</tr>
<tr>
<td><code>shareIndex</code>
</td>
<td>Note with this label will list all roots of shared notes.</td>
</tr>
</tbody>
</table>
</figure>
<h3>Creating Human-Readable URL Aliases</h3>
<p>Shared notes typically have URLs like <code>http://domain.tld/share/knvU8aJy4dJ7</code>,
where the last part is the note's ID. You can make these URLs more user-friendly
by adding the <code>#shareAlias</code> label to individual notes (e.g., <code>#shareAlias=highlighting</code>).
This will change the URL to <code>http://domain.tld/share/highlighting</code>.</p>
<p><strong>Important</strong>:</p>
<ol>
<li>Ensure that aliases are unique.</li>
<li>Using slashes (<code>/</code>) within aliases to create subpaths is not
supported.</li>
</ol>
<h3>Viewing and Managing Shared Notes</h3>
<p>All shared notes are grouped under an automatically managed "Shared Notes"
section. From here, you can view, share, or unshare notes by moving or
cloning them within this section.</p>
<p>
<img src="Sharing_shared-list.png" alt="Shared Notes List">
</p>
<h3>Setting a Custom Favicon</h3>
<p>To customize the favicon for your shared pages, create a relation <code>~shareFavicon</code> pointing
to a file note containing the favicon (e.g., in <code>.ico</code> format).</p>
<h3>Sharing a Note as the Root</h3>
<p>You can designate a specific note or folder as the root of your shared
content by adding the <code>#shareRoot</code> label. This note will be linked
when visiting <code>[http://domain.tld/share](http://domain/share)</code>,
making it easier to use Trilium as a fully-fledged website. Consider combining
this with the <code>#shareIndex</code> label, which will display a list of
all shared notes.</p>
<h2>Attribute reference</h2>
<figure class="table">
<table>
<thead>
<tr>
<th>Attribute</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td><code>shareHiddenFromTree</code>
</td>
<td>this note is hidden from left navigation tree, but still accessible with
its URL</td>
</tr>
<tr>
<td><code>shareExternalLink</code>
</td>
<td>note will act as a link to an external website in the share tree</td>
</tr>
<tr>
<td><code>shareAlias</code>
</td>
<td>define an alias using which the note will be available under <code>https://your_trilium_host/share/[your_alias]</code>
</td>
</tr>
<tr>
<td><code>shareOmitDefaultCss</code>
</td>
<td>default share page CSS will be omitted. Use when you make extensive styling
changes.</td>
</tr>
<tr>
<td><code>shareRoot</code>
</td>
<td>marks note which is served on /share root.</td>
</tr>
<tr>
<td><code>shareDescription</code>
</td>
<td>define text to be added to the HTML meta tag for description</td>
</tr>
<tr>
<td><code>shareRaw</code>
</td>
<td>Note will be served in its raw format, without HTML wrapper. See also&nbsp;
<a
class="reference-link" href="#root/_help_Qjt68inQ2bRj">Serving directly the content of a note</a>&nbsp;for an alternative method
without setting an attribute.</td>
</tr>
<tr>
<td><code>shareDisallowRobotIndexing</code>
</td>
<td>
<p>Indicates to web crawlers that the page should not be indexed of this
note by:</p>
<ul>
<li>Setting the <code>X-Robots-Tag: noindex</code> HTTP header.</li>
<li>Setting the <code>noindex, follow</code> meta tag.</li>
</ul>
</td>
</tr>
<tr>
<td><code>shareCredentials</code>
</td>
<td>require credentials to access this shared note. Value is expected to be
in format <code>username:password</code>. Don't forget to make this inheritable
to apply to child-notes/images.</td>
</tr>
<tr>
<td><code>shareIndex</code>
</td>
<td>Note with this label will list all roots of shared notes.</td>
</tr>
</tbody>
</table>
</figure>
<h2>Credits</h2>
<p>Since v0.95.0, a new theme was introduced (and enabled by default) which
greatly improves the visual aspect of the Share feature, as well as its
functionality (such as mobile support, dark/light mode, collapsible tree,
etc.). This theme is an adaptation of the <a href="https://github.com/zerebos/trilium.rocks">Trilium Rocks!</a> by
<a
href="https://github.com/zerebos">zerebos</a>.</p>

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<p>When accessing a shared note, Trilium will render it as a web page. Sometimes
it's desirable to serve the content directly so that it can be used in
a script or downloaded by the user.</p>
<table>
<thead>
<tr>
<th>A note displayed as a web page (HTML)</th>
<th>A note displayed as a raw format</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<img src="1_Serving directly the conte.png">
</td>
<td>
<img src="Serving directly the conte.png">
</td>
</tr>
</tbody>
</table>
<figure class="table">
<table>
<thead>
<tr>
<th>A note displayed as a web page (HTML)</th>
<th>A note displayed as a raw format</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<figure class="image">
<img style="aspect-ratio:738/275;" src="1_Serving directly the conte.png"
width="738" height="275">
</figure>
</td>
<td>
<img src="Serving directly the conte.png">
</td>
</tr>
</tbody>
</table>
</figure>
<h2>By adding an attribute to the note</h2>
<p>Simply add the <code>#shareRaw</code> attribute and the note will always
be rendered <em>raw</em> when accessed from the share URL.</p>

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