Sharing a document

Before you begin#

• The document uploaded under the Documents tab. See Uploading a document.
• (Recommended) Your logo set under Branding so the share page looks like your product.

How to share a document#

1. Open Documents in the sidebar.
2. Find the file you want to share.
3. Configure access controls — passcode, email, OTP, allowlist, NDA, watermark. See Security overview.
4. Click the Copy Link icon on the row.
5. Paste the link wherever you want — email, Slack, calendar invite, LinkedIn DM, even a QR code.

That's it. The link is live, your controls are in effect, and analytics start the second a viewer opens it.

What viewers see#

When a viewer clicks the link they land on a branded share page:

• Your logo and brand colors at the top.
• Any access gate you set (email box, OTP, passcode, NDA).
• The document, full-screen, with a clean reader interface.

There's no Plox app to install, no account to create on the viewer's side, and the page works on mobile, tablet, and desktop.

Best practices#

• One link per audience. Don't reuse a single link for investors and customers — create separate documents (or a Data Room) so analytics stay clean.
• Update in place. Need to change a typo after sending? Replace the file in the Documents tab — the same link automatically serves the new version. No re-sending.
• Pair email gating with OTP when you actually need to know who's reading. The naked email field is helpful for capture but easy to fake.
• Disable download for evergreen content so leaks come back to you, not to a forwarded PDF in someone's inbox three years later.

After you share#

Switch to Analytics to watch the response in real time. See Tracking your document for how to read the signals like a pro.

What to read next#

• Tracking your document — turn views into follow-ups.
• Security overview — pick the right controls for the audience.
• Confidential Documents — the all-on preset for high-stakes shares.