Narrow who can open it
Put a password on each link and register individual emails or a whole @domain on the allow list. Both are saved per link and never inherited. Careful: an allow list that's on but empty admits no one.
Organizations that handle sensitive materials
With financial materials, the reading itself is something you manage. Who saw which document, and when, has to be on record — and you have to be able to close access instantly. Files carry none of that. Send links instead: every document carries its own access rules, reading is recorded per person, and one click takes it all back.
How it's actually used in the field, with the features each moment calls for. What each plan includes is on the pricing page.
Put a password on each link and register individual emails or a whole @domain on the allow list. Both are saved per link and never inherited. Careful: an allow list that's on but empty admits no one.
Issue per-recipient links and who opened what, when, and how long they stayed on each page accumulates per person. The viewer detail adds region, device, and referrer.
Deliver diligence or product materials as one page. Each link inside keeps its own password, expiration, and download settings — bundling never lowers the protection level of any item.
Shut off one link or every link on the document at once. It takes effect immediately regardless of expirations, it's reversible, and the accumulated reading records are never deleted.
Organize the documents, split links per audience, watch the response, and close when it's done.
Split internal access first with folder roles (viewer/editor).
Set passwords and email allow lists, plus download blocking and expirations where needed.
Check who read which pages and when, per viewer, and export what you need to CSV.
Disable the links when the review ends. Access closes; the record stays.
Send a separate link per investor and see which metric they stopped on.
The content document that collects leadsCollect details before reading, auto-send to submitters, and stream leads into your sheet.
The document you send to prospectsSee who opened it and which page they re-read — then follow up from that exact point.
No. Keep download blocking on from the start and the file itself never leaves. Disabling a link only blocks access from that point on.
Export viewer lists and traffic parameters to CSV for separate retention. As long as the document isn't deleted, the reading record itself never disappears.
An admin can connect one custom domain per space, verified by setting two CNAME records after registering the domain.
The product guides walk through each step with real screens.
Start free and see passwords, allow lists, and instant recall first.