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SKIP AHEAD TO: How to Enable External Sharing How to Share a File Externally From the Spekit Chrome Extension How to Re-Share an Existing Share Link How to View a Specific Share Link's Activity |
Learn how to send Files and explore all the features available with file sharing in Spekit. To get started, Trackable Links must be enabled for your organization. If they’re not yet enabled, please reach out to your Customer Success Manager or email support@spekit.co to discuss activating this feature.
How to Enable External Sharing
1.) Open the Spekit Web App.
2.) Click the Settings icon.
3.) Open the Admin Tools tab.
4.) Click Share Settings.
5.) Click the toggle next to Allow users to share content externally.
How to Share a File Externally
From the Spekit Web App
1.) Open the Spekit Web App.
2.) Search for the File or navigate to the Topic where the File is stored.
3.) Click on the File you want to share.
4.) Click the share arrow and select Externally.
5.) Add a public name for the Share Link.
6.) Choose the Salesforce Opportunity of the company you're sharing the File with (for internal tracking). To find a company, just start typing its name!
7.) Decide whether to enable tracking and if an email address should be required to access the content.
8.) Click Copy Link.
9.) Click Done.
10.) The link is now copied to your clipboard—paste it wherever you’d like to share the File externally!
From the Spekit Chrome Extension
1.) Open the Spekit Chrome Extension.
2.) Search for the File or navigate to the Topic where the File is stored.
3.) Click on the File you want to share.
4.) Click the share arrow and select Externally.
5.) Add a public name for the Share Link.
6.) Choose the Salesforce Opportunity of the company you're sharing the File with (for internal tracking). To find a company, just start typing its name!
7.) Decide whether to enable tracking and if an email address should be required to access the content.
8.) Click Copy Link.
9.) Click Done.
10.) The link is now copied to your clipboard—paste it wherever you’d like to share the File externally!
How to Re-Share an Existing Share Link
1.) Open the Spekit Web App.
2.) Hover over the My Hub drop-down.
3.) Click Trackable Links.
4.) Click the specific company you shared the content with.
5.) Click Share Links.
6.) Find the Share Link you would like to re-share.
7.) Click the … ellipsis.
8.) Click Copy Link URL. The link is now copied to your clipboard.
How to Preview a Share Link
1.) Open the Spekit Web App.
2.) Navigate to the Analytics tab.
3.) Click Share Links.
4.) Click the specific company you shared the content with.
5.) Click Share Links.
6.) Find the Share Link you would like to preview.
7.) Click the … ellipsis.
8.) Click Preview Share Link. A new tab will open with a preview of the File.
How to View a Specific Share Link's Activity
1.) Open the Spekit Web App.
2.) Navigate to the Analytics tab.
3.) Click Share Links.
4.) Click the specific company you shared the content with.
5.) Click Share Links.
6.) Find the Share Link you would like to re-share.
7.) Click the … ellipsis.
8.) Click View LInk Activity. From this dashboard, you will be able to see the following:
- Total # of Unique Viewers
- Total # of Views
- Total Time Spent Viewing
- Last Viewed Date
- First Created Date
- Recent Views
How to Remove External Sharing Permissions
1.) Open the Spekit Web App.
2.) Open the File.
3.) Click Edit.
4.) Click the slider on Allow users to share externally.
5.) Click Save Changes.
NOTE: Any share links that have already been generated will no longer work.
How to Update a Share Link File Without Breaking Share Link
1.) Open the Spekit Web App.
2.) Find and open the File you would like to update.
3.) Click Edit.
4.) Click the Upload Icon.
5.) Select the updated File.
6.) Adjust the File name, as needed.
7.) Click Save Changes.