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Require an email, NDA or watermark on a link

Ask visitors for their email or their agreement to an NDA before they see your file, add a watermark, discourage screenshots and get an email at each view.

Updated Web

Before a visitor sees what you share, you can ask for their email address or their agreement to an NDA. You can also show their email over the content, discourage screenshots and printing, and get an email each time someone views the link.

#Turn on the options

  1. Right-click the file or folder and choose Share.

  2. Click Advanced options, then go to Visitor access & protection.

    Link settings with Advanced options open and the Visitor access & protection options

  3. Turn on the options you want, then click Save.

    Link settings saved confirms it.

All the options are off by default, unless you changed the defaults for new links (see below). Turning one on (except the simplified viewer) also tracks the item in Send & Track. If you turn the options off later, the item stays tracked until you stop tracking it. See Track a file you share.

#What each option does

Option

What it does

Require an email to view

Visitors must leave their email before the content opens. Captured emails appear in Send & Track.

Email me when someone views

Drime emails you at each view. In Ignored domains, list domains such as your own company's: Visitors with an email on these domains never trigger a notification.

Require agreement (NDA) before access

Visitors must accept an agreement before they see the content. Write your own text in Agreement text. The acceptance is recorded with its date and time.

Simplified PDF viewer (minimal, distraction-free)

Shows a PDF in a minimal viewer. Only offered for PDF files.

Dynamic watermark (visitor email tiled over the content)

Shows the visitor's email and the date over the content.

Screenshot & print deterrents

Blocks right-click, the print shortcut and text selection, and clears the clipboard when the visitor presses Print Screen.

#Set the default options for new links

  1. At the top right, click your avatar, then Settings > Send & Track.

In Engagement tracking, Pause tracking when inactive is on by default: Stop counting time when the visitor is idle, durations and completion stay honest. Inactivity timeout (seconds) sets how long a visitor can stay idle before tracking pauses: 60 seconds by default.

#What visitors see

When the link asks for an email or an agreement, visitors first see a page with the name of the link, or This document is protected.

The page a visitor sees first, with the Email address field, the agreement and the View document button

  • With an email: The sender requires your email address to view this document. They enter their Email address, and their name if they want (Name (optional)).

  • With an agreement: Please review and accept the agreement below to view this document. They read the Agreement, then tick I have read and agree to the terms above.

They then click View document. The page tells them: Your information is shared with the document owner and used only for access reporting.

The same browser is not asked again the next time it opens this link.

#See who viewed

The emails your visitors entered appear with the views in Send & Track. See Read and export your tracking stats.

#If it doesn't work

What you see

What to do

Please enter a valid email address (visitor side)

The visitor must enter a complete email address, such as name@example.com.

View document stays greyed out

The visitor has not entered a valid email yet, or has not ticked the agreement box.

No Advanced options in Link settings

These options are not available for whiteboard links.

No Simplified PDF viewer option

It is only offered for PDF files.

You receive no view emails

Check that Email me when someone views is on, and that the visitor's domain is not in Ignored domains.

#Next steps

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