Sensitive Documents Security Guide
Use layered controls so sensitive PDFs stay visible only to the right people, for the right time. Identity, session, document, and lifecycle—four layers you can combine.
Protect Documents Investor Updates
Use layered controls so sensitive PDFs stay visible only to the right people, for the right time. Identity, session, document, and lifecycle—four layers you can combine.
Protect Documents Investor UpdatesArticle
A single control can be shared or leaked. Layering identity checks, view limits, watermarks, and expiry reduces the chance that the wrong person keeps access or that the link stays valid forever. You also get a clear audit trail of who opened the file.
Framework
Email verification before reading. Only known recipients open the file.
Set view count and session length.
Add dynamic watermark and no-download.
Set expiry and revoke old links.
Examples
Recipients may need to enter their email before the PDF loads. Once they open it, the dynamic watermark can show their identity on the page.
Checklist
FAQ
Start with identity: enable email verification. Then add view limits and expiry, and use watermark on high-risk files.
Yes. You can tighten view limits or disable the link. Use Access Records to see who already opened before revoking.
Read more
Secure investor documents.
Cap opens and expiry.
Full control and tracking.
Recovery and revoke.
Free. No sign-up required.
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