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. See What your recipient sees.Mobile
The shared page works on phone and tablet browsers. You do not ship a separate “mobile PDF.”Branding
On Free, shared views can include light 00doc branding. On Pro, you can remove 00doc branding and lean on your own brand from Settings. Details: Custom branding.Passphrase-protected or email-gated shares are not documented here yet — watch product updates if your org needs gated access on top of opaque tokens.