💡 Plox Tip: Use “Require Email to View” when you want more conversions and visibility without scaring off casual viewers with strict verification.
Go to your Documents tab
Find the document you’ve uploaded
On the right-hand side of the document row, click the three dots (•••)
A side panel titled Access Controls will appear
In this panel, locate the “Require Email to View” option
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.
Collected and stored securely
Shown in your analytics dashboard, linked to each view
Available for download/export (if you're on the Pro plan)
Follow-up outreach
Lead nurturing
Email marketing
Investor or client re-engagement
CRM enrichment
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.
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