Document Sharing in Fluint
1. How to Share Documents
From within a deal workspace, start by opening any Fluint-generated document.
Pull up a document
Click the 'Share' button in the top right corner
Create a new custom link:
Tip: Use the recipient's actual name (i.e. "Sophia") for better tracking!
Set access permissions (View / Comment / Edit)
Save, then copy & send your link
2. What Recipients See
When someone accesses your shared document via a custom link, they'll see:
A clean, professional document view
The ability to edit (if permitted) or comment
No login or account creation required
Their comments attributed to the link name you created
3. Commenting
Recipients with appropriate access levels can comment directly on a document. As a Fluint user, you can see and manage those comments by clicking on the comment icon when in Doc View:
*Note for legacy users: Links previously sent through our old UI will still be functional. However, there won't be a way to find or access those in-platform. Recipients can still use them to view/edit previously shared docs, and you'll want to migrate towards using the new link creation moving forward.
Meeting Sharing
1. Create a Custom Meeting Link
The same custom link functionality applies to meeting recordings, making it easy to share call content with external stakeholders. Sharing meetings allows recipients to access meetings without signing into Fluint (or needing to download the meeting) and you can control who has access.
Navigate to the meeting you want to share
Create a custom link (same functionality as doc sharing)
Copy and send the link
2. What Recipients See
External parties viewing a shared meeting can:
Watch the full meeting recording (if video is available)
Read the complete transcript
Add comments
No Fluint account or login required
3. Engagement Analytics
Advanced tracking shows you exactly when and how recipients interact with your shared documents and meetings:
Automatic email notifications when someone views a shared link
Automatic email notification when someone comments or edits a shared doc
Tracked time spent engaged per doc
To view analytics, hit the 'Sharing' tab from within your deal view:
P.S. This same functionality works to share Meetings as well. Click into any meeting recorded by Fluint Notetaker, and hit 'Share' to create an external, trackable link!