# Sharing a document

- url: https://www.plox.in/docs/sharing-a-document
- excerpt: Generate a trackable link, send it through any channel, and follow up confidently — without ever attaching the file.

**Plox Tip:** Set access controls **before** you copy the link. Once someone opens the link, the controls take effect immediately — so it's safer to lock things down up front than to tighten after the first view.

## Before you begin

- The document uploaded under the **Documents** tab. See [Uploading a document](/docs/uploading-a-document).
- (Recommended) Your logo set under [Branding](/docs/what-is-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](/docs/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](/docs/how-to-create-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](/docs/tracking-your-document) for how to read the signals like a pro.

## What to read next

- [Tracking your document](/docs/tracking-your-document) — turn views into follow-ups.
- [Security overview](/docs/security-overview) — pick the right controls for the audience.
- [Confidential Documents](/docs/confidential-documents) — the all-on preset for high-stakes shares.