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A share link lets a person watch a call without a Doris account. Use it to send a recap to a customer, or to brief a colleague who was not on the call. The link opens a page with the recording and two tabs:
  • Summary — the summary Doris wrote for the call. This tab opens first.
  • Transcript — the full transcript, with search.
The Summary tab shows what Doris wrote about the call. Read the summary on the meeting page before you share. Do not share a call if you would not send its summary to every person who could get the link.
The link does not open the deal, the CRM record or any other part of Doris.
1

Open the call

Select Meetings in the sidebar, then select the call.
2

Open Share Recording

Select Options at the top of the page, then select Share Recording. The Share recording dialog opens.
3

Add a password (optional)

Type a password in Password (optional). Then the link opens only with the password.
4

Create and copy the link

Select Create & copy link. Doris copies the link to your clipboard.
If Share Recording is not in the menu, the call has no recording. You cannot share it.
If you set a password, send it in a different message. The link does not contain the password.
A recording has one live link. When a link exists, the dialog shows that link. It does not make a second one. Thus you can see and revoke every link to the call. Sometimes a colleague creates a link while you have the dialog open. Then Create & copy link gives you their link, and your password is not applied. Doris shows “This recording already has a link”. To change the password, use the password field on that link. Select Options, then Share Recording on the call. The dialog shows each live link with:
  • The status: Password protected or No password
  • The number of views
  • The expiry date
For each link you can:

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Expiry

A link expires 30 days after you create it. To share the call after that, create a new link. Revoke stops the link at once, for everyone. You cannot undo it. To share the call again, create a new link and send it again. Revoke a link when a deal closes, when a person leaves the buying group, or when you do not know who has the link.

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What the viewer does

  1. The viewer opens the link.
  2. If the link has a password, the viewer types it in Enter password and selects Access video.
  3. The viewer watches the recording and reads the Summary and Transcript tabs.
A link that has expired or that you revoked shows “This shared video link has expired or is invalid.”