Share and export

Saving a file doesn't change what a buyer sees. Nothing reaches a buyer until you create a link or send an export. Review the revision first. See Review a changed claim.

Create a buyer link

To create a buyer link, open the project and go to Buyer links. Choose the content and the recipient, pick Pinned or Current, set an expiry (7, 30 or 90 days, or none; the default is 30) and select Create link. Copy the link right away because it isn't shown again. Downloads are off unless you tick Allow PDF/file download.

• Pinned: the buyer keeps the revision you published. To correct it, publish a correction and send the replacement link.
• Current: the link follows what you publish next. Editing the file doesn't change it until you publish.
• Activity: open Shared to see each recipient, the revision they saw and when they last opened it. Slide-by-slide engagement isn't tracked.

To correct or revoke a link, open it in Shared or the project. Publish correction asks what changed and, for a pinned link, creates a replacement link for you to send. Revoke link ends every active buyer session for that link. Links have no email verification, domain restriction or passcode, so send each one only to its recipient.

Export a file

To export, open the file, select Export and choose a format:

• Documents: DOCX or PDF.
• Slides: PPTX or PDF.
• Spreadsheets: XLSX or PDF.
• Pages: HTML or PDF.

Exports are generated in the background from the saved revision and cost no credits. When ready, download and open the file before you send it. A downloaded copy doesn't change when you edit the file or publish a link. Re-importing an edited export is still being tested, so don't rely on it.

Pinned link, current link or file?

• Pinned link: the buyer should keep one published revision, such as a proposal.
• Current link: the buyer should see each update you publish.
• File: the buyer needs a DOCX, PPTX, XLSX, HTML or PDF copy. A file won't update, so send corrections separately.