Share PagesTrackable pages & deal rooms

Build the page. Know what happens after you share it.

Share high-stakes work without losing sight of the follow-through. Build a polished page with Aurora, a template, or flexible components—then control access and carry identified engagement back to the relationship record.

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Sender → recipient

Share Pages build-to-engagement walkthrough

  1. Builds the Northstar investor page from a template, registered components, or a custom Aurora HTML page.
  2. Publishes a shareable link with email verification and a dynamic watermark.
  3. Maya verifies her email and opens the protected page.
  4. Finta attaches session time, a document preview, and a submitted form to Maya's CRM engagement record.

Final receipt: identified activity appears on Maya's relationship record; public sessions remain anonymous.

Canvas, access, and engagement

One page from first draft to informed follow-through.

Create the recipient experience in the same place you manage the relationship. Start quickly, control who enters, and keep identified engagement attached to the contact.

Build the pageNorthstar investor update
Share linkfinta.ai/deal/4d1…
✦ AuroraCustom HTML from available contextTemplatesPitch deck · Data room · PortalComponentsDrag, arrange, and configure
Northstar LabsCompanyRoundTeam
INVESTOR UPDATE

Everything for the next conversation.

The company story, current materials, and a clear way to move forward.

Explore the opportunity
Pitch deckOwnership modelMeet the team
Available components7 ways to make the page useful
DocumentPDF or image viewerTeamProfile cardsImage & videoVisual contextFormCustom responsesTermsDeal summaryAccreditationInvestor acknowledgementMeetingBooking link
Control the handoffAccess and privacy
PublicAnyone with the linkRequire emailIdentify before viewingEmail verificationOne-time code required
WatermarkOnZIP downloadsOffAccreditationOn
Keep the contextMaya Chen · Engagement
Total time4m 12s
Northstar investor update2 sessions · Last viewed todayOwnership modelPreviewedInvestor questionsForm submitted
Identified engagement attached to the CRM contact
Public sessionPage opens · visitor identity remains anonymous
Identified sessionEmail-gated viewer · relationship context can be created or updated

One link to share

Publish an active Page with its own shareable link.

Deliberate access

Keep watermarking, download access, and identity requirements under your control.

Informed follow-through

Use identified activity as relationship context without treating it as proof of intent.

Product questions

Product questions, answered.

How can I build a Share Page?

Start with a reusable template or assemble registered components directly on the canvas.

Can Aurora build the page for me?

Inside the Share Page builder, Aurora can create a custom HTML page from your instructions, attached files, and supported document-library search.

What can I add to a Share Page?

Supported components include documents, text, links, buttons, images, video, forms, team cards, meeting links, deal terms, signatures, and bank information. Investor accreditation is available as a gated room setting.

Does viewing a Share Page add someone to the CRM?

Only when the visitor provides or verifies a supported email address. Gated visits can create or update CRM context; public anonymous visits remain anonymous.

What engagement can I see?

For an identified contact, Finta can show total session time, supported document previews or downloads, and submitted forms in the relationship record.

How can I control access and downloads?

Choose public, email-required, or email-verified access. For supported gated pages, you can also configure a dynamic watermark, ZIP downloads, and investor accreditation.

Can Finta identify every visitor?

No. Public anonymous sessions remain anonymous. Identity requires a supported email gate or verification flow.

Does engagement automatically send a follow-up?

No. Identified activity can update CRM context or start a Page-view automation you configured, but it does not create or send an automatic reply.

Continue the relationship loop

Carry verified activity back to the relationship and its source.

RelationshipsCRMCarry verified activity back to the record.ExecutionDocumentsKeep the source behind the shared page.

ExecutionShare PagesTrackable pages & deal rooms

Share the page. Keep the context.

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Credit card required · No charge today