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How To Share Files Externally?

Andrea Park
Updated

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.

 

📌 Quick-Jump Topics

 

1. How to Enable External Sharing

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. Content Governance & Maintenance

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

🔄 Update File (Zero Disruption)

Update collateral content without breaking the URL already sent to a customer:

  1. Open File → Edit.
  2. Click the Upload Icon and select the new file version.
  3. Adjust the File Name as needed.
  4. 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 will stop working immediately.

 

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