Sharing with clients
Your share URL is the product. Everything else is distribution.Copy the link
From the document detail screen in the dashboard, copy the customer link (format like/d/[token] on your app domain). That is the only string clients need.
Where to send it
- Email — paste once; updates do not require a new thread.
- Slack / Teams — unfurls as a normal HTTPS link; mobile clients open in the browser.
- CRM or proposal tools — use the same URL in fields that accept links.
- Calendar invites — add the doc link to the description for recurring meetings.
What recipients see
They land on a read-only page: your HTML in a sandboxed viewer, responsive layout, no login required to view (unless you set a passphrase). See What your recipient sees.Mobile
The shared page works on phone and tablet browsers. You do not ship a separate “mobile PDF.”Link activity
Every signed-in workspace can see views and last opened on the document. Turn on Notify on first open in the document’s Presentation settings to get an email the first time someone opens the current version.Password-protected links (Pro)
On Pro, set a passphrase on a document so viewers must enter it before the HTML loads. Configure it from the document detail screen in the dashboard. The share URL stays the same; recipients see a password gate first. Opaque tokens still matter — the passphrase is an extra layer on top of the unguessable/d/[token] URL, not a substitute for it.
Link expiry
Set the live link to expire never, in 24 hours, 7 days, 30 days, or on a custom date and time. After expiry, the public page does not serve the document. Change this from the document’s share / expiry control in the dashboard.Custom subdomain (Pro)
Claim a globally unique host such asyourdoc.unfurl.pub on the document’s live link. Labels are lowercase letters, numbers, and hyphens (3–63 characters). Some names are reserved (www, app, mcp, docs, and similar). The /d/[token] URL continues to work.