Sharing a document via link

Size allows you to share documents with peers or sales leads securely with private links via email, including viewer-specific password, and alerts you exactly when your documents are opened so you can make every interaction count ūüĒĒ

Creating a link to a document

Creating a link from the dashboard

  1. Click on the¬†[‚ÄĘ‚ÄĘ‚ÄĘ] options¬†button on any document in your¬†Dashboard
  2. Add Recipient Company details
  3. Add Recipient Name details
  4. Enable or disable PIN protection
  5. Click Create share link

Creating a link from the presentation builder

  1. Click on the Send button in the top right of the presentation builder
  2. Add Recipient Company details
  3. Add Recipient Name details
  4. Enable or disable PIN protection
  5. Click Create share link

Tracking link opens

  • After creating a link, you can¬†Copy and paste¬†the document URL share it with your viewer.
  • You‚Äôll receive real-time notifications when your link is opened.
Tracking link opens

What next?

After creating a link to a document or sending a document via email, you can track delivery, opens, interactions and slide analytics for the document that you shared.