💡 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.
Go to your Documents tab
Find the document you want to secure
Click the three dots (•••) on the right side of the document row
Open the Access Controls panel
Find “Require Email Verification”
Click the toggle to turn it on
Now, only users who receive and verify a code sent to their email will be able to access the document.
Ensures 100% verified identity of the viewer
Prevents link forwarding abuse—only real, verified recipients can access
Ideal for sensitive, high-value, or confidential documents
Investment Pitch Decks
When sharing sensitive financial or business information with VCs or angel investors, OTP ensures only the intended decision-maker can access your deck—no internal forwarding or leaks.
Fundraising Materials
Secure your startup’s term sheets, cap tables, and forecasts so they’re only accessible to verified investors. OTP adds trust and professionalism to your fundraising process.
Legal Documents
Contracts, NDAs, and compliance files often contain sensitive clauses. OTP helps ensure only the named party views the file—adding an extra layer of confidentiality.
M&A Files and Term Sheets
Share acquisition or partnership documents with peace of mind. OTP ensures secure access during high-stakes deals where every click matters.
Confidential Client Deliverables
Design files, financial audits, product roadmaps—share them securely with clients and know exactly who has opened them, and when.
Private Board or Internal Memos
Share strategy updates, quarterly results, or sensitive organizational info with executives or board members—knowing they’re the only ones who can view it.
They’ll be prompted to enter their email address
A One-Time Password (OTP) is instantly sent to that email
They must enter the correct OTP to proceed
Once verified, the document opens
If the OTP is incorrect or the viewer uses a fake email, they will not be granted access.
OTPs are valid for a short time only and must be used immediately
Viewers must have access to the inbox of the email they enter
Some users may bounce off if they don’t want to verify—so this method is best for serious or secure shares
Requires the Plus or Pro plan