How To Share Files Externally?

Stop sending documents into a black hole. Share collateral securely, track buyer engagement in real-time, and link every interaction back to your revenue pipeline.

Prerequisite: To use these features, Trackable Links must be enabled for your organization. Contact your Customer Success Manager or support@spekit.co to activate this feature.

1. How to Enable External Sharing Organization-Wide

Before your team can start leveraging deal intelligence, an Account Admin must unlock external sharing capabilities within the global settings.

1. Open the Spekit Web App.
2. Click the Settings icon, and open the Admin Tools tab.
3. Click Share Settings.
4. Click the toggle next to Allow users to share content externally.

2. How to Enable or Disable External Sharing for Content

Spekit gives you full control over your asset lifecycle, allowing you to update active documents or revoke external access instantly.

Enabling Access

1. Open File → Edit.
2. Toggle ON "Allow users to share externally".
3. Click Save Changes.

Revoking Access

Immediately stop external sharing for a specific file when a deal status changes:

1. Open File → Edit.
2. Toggle OFF "Allow users to share externally".
3. Click Save Changes.

Note: Any previously generated links for that particular content will stop working immediately.