Sharing Documents

Last updated: May 29, 2026

If you prefer, you can watch the video walkthrough instead. If not, follow along below.

Share your Fluency SOPs instantly - securely and in the format that fits your workflow.

How to Share

  1. Open the document

  2. Click the Share button in the upper right corner

  3. Choose your preferred sharing method

Share Types

  • Public share link
    Anyone with the link can view the document.
    Ideal for quick-reference SOPs without sensitive content.

  • Private share link
    Restricts access to verified users in your organisation.

    • View permissions are controlled at the Vault and Document level

    • Recipients must have a Fluency account and be part of your organisation

    • See [Permissions Guide] for details

  • Embed
    Generates a code snippet for embedding the document in an iFrame.

    • Displays the live version of the public share link

    • Useful for portals, intranets, or internal wikis

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Alternatively, see📄 Exporting Documents for Word, PDF, or Confluence exports.