The associate should save the workbook as a Tableau Packaged Workbook (.twbx). A packaged workbook can contain the workbook itself together with copies of supported local data sources, Tableau extracts, background images, and other workbook resources. This directly addresses the scenario because the recipient does not have access to the original underlying data. When appropriate data is packaged with the workbook, the recipient can open the workbook in Tableau Desktop and interact with or modify its existing worksheets and visualizations without requiring the author's original file paths. A .twb file contains the workbook definition but normally references external data rather than packaging the required local resources. Therefore, it would not reliably solve the access problem. Creating a .hyper file alone provides an extract but does not contain the complete Tableau workbook, including worksheets, dashboards, calculations, formatting, parameters, and visualization definitions. Exporting views produces presentation-oriented outputs and does not satisfy the requirement to modify the existing Tableau visualizations. Tableau specifically recommends packaged workbooks when sharing with someone who does not have access to referenced resources or the original environment.