Require email to view

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

From the User’s Perspective#

How to enable it?#

Here’s how to enable it:

1. Go to your Documents tab
2. Find the document you’ve uploaded
3. On the right-hand side of the document row, click the three dots (•••)
4. A side panel titled Access Controls will appear
5. In this panel, locate the “Require Email to View” option
6. Click the toggle to turn it on

Once enabled, anyone who opens your document link will be asked to enter their email before viewing it.

What Happens to the Emails?#

All submitted email addresses are:

• Collected and stored securely
• Shown in your analytics dashboard, linked to each view
• Available for download/export (if you're on the Pro plan)

Use the collected emails to your advantage#

You can use these emails for:

• Follow-up outreach
• Lead nurturing
• Email marketing
• Investor or client re-engagement
• CRM enrichment

From the Viewer’s Perspective#

How to view it?#

When someone clicks on your document link:

• A prompt appears asking them to enter their email address
• Once submitted, the document opens immediately, no OTP, no extra steps
• Viewers won’t be able to see the document unless they complete this step

This flow is smoother than full email+OTP verification, making it less intrusive and ideal for documents where you want minimum friction and maximum reach.

Important to Know#

While this feature helps capture viewer identities:

• It does not verify ownership of the email (i.e., no OTP or confirmation link)
• So it’s possible for someone to enter a fake or secondary email address
• That said, it’s still a valuable low-friction option when you don’t want to discourage views with too many steps