Guest View Links

Share a read-only snapshot of your deal — or specific parts of it — with people who need visibility but do not need full collaboration access. Board members, investors, and advisory committees can review progress without logging in.

Overview

Not everyone involved in a deal needs the ability to edit, comment, or upload documents. Some stakeholders just need to see where things stand. Guest View Links give you a way to share a read-only view of your deal with anyone, without requiring them to create a Vetting Vault account.

Each link is scoped to show only the sections and categories you choose. You control exactly what the viewer sees, how long the link stays active, and whether it requires a password. This makes it easy to share tailored views for different audiences without exposing the entire deal.

No account required

Guests who receive a view link do not need to create a Vetting Vault account. They click the link, verify their email or enter a password if required, and immediately see the read-only deal view in their browser. There is nothing to install and no sign-up process.

Creating a Guest View Link

Follow these steps to create a guest view link for your deal:

Navigate to deal settings — Open the deal you want to share and go to Settings.
Click “Create Guest Link” — This opens the guest link configuration panel.
Select sections to include — Choose which categories and request sections should be visible through this link. You can include the entire deal or narrow it down to specific areas (for example, only the Financial section for an investor, or only the Legal section for outside counsel reviewing progress).
Set an expiration date (optional) — Choose when the link should automatically expire. This is useful for time-sensitive updates like quarterly board reporting.
Require email verification (optional) — Viewers must verify their email with a one-time code before accessing the link. This creates an identity trail for each viewer.
Add password protection (optional) — Require viewers to enter a password before they can see the deal contents. Share the password separately via a secure channel. Combining email verification with password protection sets the link to the highest security level.
Copy the link — Click “Generate Link” and copy the unique URL. Send it to your recipients via email, message, or however you normally communicate.

Tip

Create different guest links for different audiences. For example, create one link scoped to financial data for your investor group and a separate link scoped to the full deal for your board of directors. Each link is independently configurable and revocable.

What Guests Can See

Guest view links provide read-only access. Here is what viewers can and cannot do:

Guests CAN:

View the request list with current statuses and progress
See which requests have been completed, are in progress, or are still outstanding
View uploaded documents attached to requests
Download files for their own review
See the overall deal progress bar and completion percentage

Guests CANNOT:

Edit or change the status of any request
Upload documents or new file versions
Post comments or participate in discussions
Access deal chat messages
View Q&A threads (unless you specifically include them in the link scope)
Invite other people or modify the deal in any way

The guest view is a point-in-time snapshot that updates live. Whenever a guest opens the link, they see the current state of the deal — not a frozen copy from when the link was created.

Link Security

Guest view links are designed to give you full control over who sees what, and for how long. Multiple layers of security ensure that sensitive deal information stays protected. Vetting Vault assigns a security level to each link — low, medium, or high — based on which protections you enable.

Email Verification

Require viewers to verify their email address before accessing the link. When enabled, the viewer enters their email and receives a one-time verification code. This confirms their identity and creates an audit trail of exactly who accessed the deal. Enabling email verification raises the link’s security level to medium.

Password Protection

When you enable password protection, anyone who opens the link must enter the correct password before any deal content is displayed. The password screen does not reveal any information about the deal — the viewer sees only a generic prompt.

Share passwords through a separate channel (phone call, text message, secure messaging app) rather than in the same email as the link. This ensures that even if the email is forwarded, the deal contents remain protected.

Expiration Dates

Set an expiration date to automatically deactivate a link after a specific date and time. Once expired, the link returns a message that access is no longer available. This is useful for time-bound access like quarterly reviews, investor reporting periods, or limited-window evaluations.

Access Tracking

Every guest link tracks access activity so you know exactly who is viewing your deal:

View count — See how many times the link has been opened.
Access timestamps — Know when each visit occurred.
IP and location data — See the general location of viewers (useful for spotting unexpected access).
Download activity — Track which documents were downloaded and when.

Warning

Guest view links can be forwarded. If a recipient shares the link with someone else, that person will also be able to view the deal (subject to any password protection you have set). For highly sensitive deals, always enable password protection and set an expiration date.

Managing Guest Links

You can manage all guest links for a deal from the deal settings page. The Guest Links panel shows every active and expired link along with its configuration.

View all active links — See a list of every guest link you have created for the deal, along with its scope, expiration date, and access count.
Revoke a link — Immediately deactivate any link. Once revoked, the link can no longer be used to view the deal. Revocation is instant and cannot be undone (you would need to create a new link).
Edit link settings — Change the scope, password, or expiration date of an existing link without generating a new URL. The link stays the same, but the access rules change.
View access logs — Click on any link to see its detailed access history, including timestamps, locations, and download activity.
Create multiple links — There is no limit on how many guest links you can create for a single deal. Create as many as you need for different audiences and purposes.

Use Cases

Board Reporting

Share deal progress with your board of directors or investment committee without giving them full platform access. Create a scoped link that shows overall progress, key milestones, and completed items. Set a monthly or quarterly expiration so stale links do not linger. Board members get the visibility they need, and you do not have to prepare a separate status report — the live deal view is the report.

Investor Updates

Keep your investor group informed on deal pipeline status. Share a link scoped to the high-level deal dashboard showing completion percentages, category-level progress, and key document statuses. Investors can check in on their own schedule without emailing you for updates. Password-protect the link for an extra layer of security.

Client Previews

Before a formal signing or closing, let your clients preview the documents that have been collected. An M&A advisor can share a read-only link with the seller showing all collected documents organized by category. The seller can confirm everything looks correct without needing to log in. This is also useful for lenders who want borrowers to verify their submitted documents are complete and accurate.

Tip

Use guest view links to replace status update emails. Instead of writing a summary of where the deal stands, send the stakeholder a link and let them see the live status for themselves. It is more accurate, always up to date, and saves you the time of writing the email.