Every document type needs different settings — and different metrics
For a proposal, what matters is the page they re-read; for an IR deck, who saw it; for a report, whose details it captured. So we've written down the settings we'd recommend for each type. Pick the document you're sending below and see the settings that fit it — and the metrics to check after it's out.
For each type: the settings we'd recommend — open alerts, per-recipient links, download control — and a preview of what you'll see after sending.
See who opened it and which page they re-read — then follow up from that exact point.
The document you send to investorsSend a separate link per investor and see which metric they stopped on.
The document you hand to someone newIntroduce your company with one always-current link and see which pages draw interest.
The document that carries ad & partnership proposalsPlay case-study videos inside the document and compare response by campaign and channel.
The document you send to candidatesSend a link that opens instantly on mobile and see which pages hold candidates.
The content document that collects leadsCollect details before reading, auto-send to submitters, and stream leads into your sheet.
The document that shows your workShow your work instantly with no heavy file, and see which projects got read longest.
The document you distribute to learnersPlay lecture videos inside the material and see completion rates and where learners stall.
The document that must always be currentSwap the file, keep the address. Every link already distributed points at the latest edition.
The document that builds trustPut a link to the proposal inside the deck, and see which industry's case got read longest.
Every industry moves different documents under different constraints. Here are the scenarios teams actually hit, with the features they need when they do.
Manage IR, diligence, and recruiting documents as links, with per-investor engagement tracked person by person.
Teams whose deals run on a chain of documentsChain proposals, security docs, onboarding, and whitepapers as links, with response per step.
Teams that ship proposals and reports nonstopSee proposal response and channel performance together, with per-client links and UTM.
Teams whose deliverables are the productGet deliverables reviewed without leaving copies behind, and reach out right when they read.
Organizations that teach and recruitCheck course completion and recruiting leads the same way, with links for both.
Organizations that handle sensitive materialsPut access rules on every link, keep per-person reading records, and close instantly.
Start free — no card required. Upload a document and make your first link.