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Plox is the secure document workspace for founders, dealmakers, and teams who care about how their content is seen. Share files, build data rooms, control access, and watch real…

1. Open the Documents tab from the left sidebar.

This guide walks you through Plox section by section, in the order they appear in your sidebar. By the end you'll know where every feature lives and which doc to read next.

Yes. The Free plan covers one organization, fifty documents, and three links — enough to try every core feature before upgrading.

If your file is a different format, convert it to PDF first — Plox renders PDFs natively and gives you the most reliable analytics on them.

Plox Tip: If your uploads are failing or capped, check your current plan’s limits, or upgrade for more room to grow.

3. Configure access controls — passcode, email, OTP, allowlist, NDA, watermark. See Security overview.

Plox Tip: Want someone to view your file but not download it? Just turn off “Allow Download” and combine it with Require Email or OTP Verification for more control.

Plox Tip: Noticing repeated views from the same person? That’s a strong signal they’re considering your content seriously, strike while the interest is hot with a timely follow-up.

💡 Plox Tip: When you're sharing confidential documents, it's not just about access—it's about control, traceability, and trust. Plox helps you lock down your files while keepin…

A Data Room in Plox is a secure, branded space where you can group and share multiple documents using a single shareable link. It’s designed for scenarios where you need to pres…

1. From the dashboard, click Get Started or open the Data Rooms tab in the left sidebar.

1. Open the Data Rooms section in the sidebar.

Plox Tip: Use data room analytics to compare performance across content types. Are viewers spending more time on the pitch deck or the pricing sheet? Let the numbers guide your…

Plox is built so the only people who see your content are the people you intend, and so you always know who actually opened it. Here's the full toolkit, grouped by what they pro…

Plox Tip: Use “Require Email to View” when you want more conversions and visibility without scaring off casual viewers with strict verification.

Plox Tip: Use OTP when you care more about security than convenience. If you want to collect emails with less friction, try “Require Email to View” instead.

Plox Tip: Use a password when you want to protect access, but don’t want the friction of email collection or OTP. Just make sure your recipient knows the password in advance!

Plox Tip: Use this feature when you want to share one link with multiple people, but limit access strictly to a defined list. It's perfect for small teams, private deals, or int…

Plox Tip: Use this feature when you want your document to be seen, but not stored. It’s ideal for high-value content or any file you want to keep on your terms.

Plox Tip: Sort by longest time spent or highest completion rate to identify your most interested viewers. These are your warmest leads, reach out while you're still top of mind.

💡 Plox Tip: Combine Email Verification via OTP with analytics to ensure you’re only analyzing real people who confirmed their email—no fake leads, no guesswork.

Plox Tip: Use data room analytics to compare performance across content types. Are viewers spending more time on the pitch deck or the pricing sheet? Let the numbers guide your…

💡 Plox Tip: Use document view alerts as a trigger for follow-ups. If a lead views your pitch after a few days of silence, it's the perfect time to reconnect.

Plox Tip: Branding isn’t just cosmetic, it’s trust-building. In a world of anonymous links, a branded document reassures your viewer that it’s safe, real, and coming from you.

Plox Tip: Your logo isn’t just decoration, it’s a signal of trust. Adding your brand ensures recipients instantly recognize who the document is from, making them far more likely…

Plox Tip: With Plox’s custom domain feature, you can replace plox.in/share/... links with your own brand URL like docs.yourcompany.com.

💡 Plox Tip: The way you share your fundraising documents can say just as much about your startup as the documents themselves. With Plox, you can send beautifully branded, secur…

💡 Plox Tip: When sharing sensitive documents like financials, compliance records, or LP updates, email just doesn’t cut it. Plox helps investors stay secure, organized, and in…

💡 Plox Tip: Create multiple data rooms for different audiences—one for angels, one for VCs, one for accelerators. Customize access, track engagement, and personalize follow-ups…

💡 Plox Tip: Sales isn’t just about sending pitch decks—it’s about knowing who opened them, when, and how interested they really are. Plox helps sales teams turn documents into…

💡 Plox Tip: HR communication is all about trust and privacy. With Plox, you can securely share offer letters, contracts, and onboarding docs—while knowing exactly who viewed th…

💡 Plox Tip: Whether you're closing deals, sharing listings, or handling legal paperwork, Plox helps real estate teams securely share documents, track who’s interested, and pres…

💡 Plox Tip: Your portfolio is your product. With Plox, you can share it beautifully, securely, and track who’s interested—without losing control over your designs.