Campaigns, documents, and advanced features
Share a PDF with access controls
Elite support2 min readThe quick answer
Issue a document link with the expiry, download, view, and watermark controls available to your plan. These controls govern the Elite endpoint and cannot revoke a copy someone already downloaded.
PREFER TO WATCH?
See it in action
Read the video transcript
Open Files and documents, select Tracked documents, and open the Atlas proposal.
Show the page thumbnails and select page two. Use the zoom controls to inspect the document.
Choose Create link to share and name the link. Disable downloads, add a watermark, then create it.
Copy the new viewer link to your clipboard.
Review Maya's existing session, pages viewed, and time on each page.
For signing, choose one person, upload the PDF, and enter the signer. Apply the starting layout, position the signature field, and add a note before sending.
Share a tracked document
Upload your file
Open Files & documents and upload a supported file. Use document sharing when you need a controlled viewer rather than a raw email attachment.
Set the access policy
Choose the available expiry, view, download, and watermark options for the issued link. Review the intended audience before sharing.
Share the issued link
Insert the document link into the email or use the compose document action where available. Send a recipient-specific link when the workflow supports it.
Review the document report
Use Document analytics for views, page activity, and available viewer evidence. Unknown identity should remain unknown.
IN YOUR WORKSPACE
What it looks like
The actual document analytics workspace with a fictional proposal.
- Send document
Create a share with the access controls the recipient needs.
- Share link
Inspect each share's identity, access settings, and activity.
- Page activity
Review recorded page engagement for the selected viewer.
